Brian provides holistic wealth management services to help local families and businesses seek to grow and preserve their wealth.

He gets to know each client to fully understand their financial goals and concerns. Then he customizes a plan to address their specific needs regarding investments, life insurance, family finances, retirement and estate planning.

Brian has 11 years’ experience in investment services, helping individuals and families pursue their financial goals. In 2017, 2018 and 2019 Brian qualified and was chosen as a Five Star Wealth Manager.* He is a graduate of the University of Connecticut’s School of Business where he received a Bachelor’s degree in Finance. He is active in his community, supporting the United Way and the Town of West Hartford.

Brian’s FINRA registrations held with LPL Financial:

SERIES 7, 63, 65, LIFE & HEALTH

* The award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list 2017, 2018, 2019 Five Star Wealth Managers.