Working with families and small business owners, Brian’s mission is to provide his clients with a diverse range of wealth management solutions that will help:
Assist in investing toward their family’s future
Protect assets that have taken a lifetime to accumulate
Reduce potential income or estate tax exposure*
Create ownership succession strategies
Professional Credentials
CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®)
Series 6, 7, 63, 65 Professionally Licensed
Life and Health Insurance Licensed