Brian is a professional Financial Advisor dedicated to helping his clients pursue their financial and life goals. With more than 22 years of experience in the financial services industry, Brian offers his clients sound advice based on his broad range of experience. He specializes in comprehensive retirement and financial planning and believes a sound investment plan is critical in helping his clients achieve their financial and life goals. Once he fully understands your goals, Brian will recommend a suitable investment program and monitor it on an on going basis.
He has served as a member of the Fidelity Advisor Council, and the American Funds President’s Club. He is a past recipient of the AXA Distributors Award of Excellence. He received his bachelor’s degree in Economics from the University of Richmond. Brian and his wife, Kenzie, have two young sons and reside in Wicomico Church, VA. Brian’s hobbies include sailing, fishing and woodworking.