Brian joined Connecticut Capital Management Group in 2007. He is a Certified Financial Planner™ professional who enjoys tackling complex financial issues and helping people make the most of their financial potential.
Brian writes financial plans for corporate executives, young professionals, business owners, retirees, widows and high-net-worth individuals who need expert help in organizing their financial life. He is known for paying attention to detail, clearly explaining financial concepts, and bringing together various disciplines from estate planning to tax planning into a cohesive plan.
Brian is a Registered Representative, an Investment Advisor Representative and a licensed insurance agent. He is a graduate of Quinnipiac University with a Bachelor of Science degree in economics.
Contact Brian (203) 877-1520