Brian is motivated by service to others. As a passionate advocate for wellness, Brian believes that true health is defined by wellbeing physically, mentally, emotionally, and fiscally. This perspective towards life has allowed him to take a holistic approach to his practice, prioritizing communication, transparency, and education. His dedication to his clients has led him to gain his Wealth Management Certified Professional® designation, FINRA Series 7, 63, & 66 licenses, as well as Life, Accident, and Health Insurance licenses.
Brian brings the highest level of detail and care to his clients. His understanding of the long-lasting impacts of a financial plan allows him to work collaboratively with clients, which lets them know he is with them every step of the way.
As a resident of Bucks County, Brian is active in the special needs, mental illness, and recovery community and is dedicated to serving these spaces at the highest level.
Brian lives in Doylestown, PA, and enjoys working out, running, and cooking.