Brian is a Certified Financial Planner™ professional who enjoys tackling complex financial issues and helping people make the most of their financial potential. He is a partner in the firm and a key figure in crafting financial plans for our successful client base. Brian is known for paying attention to detail, clearly explaining financial concepts, and bringing together various disciplines from investment management, estate planning and tax planning into a cohesive plan.
Brian gives back to his community with significant commitment to several local charities. He 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. Brian and his growing family are long time Connecticut residents. In his spare time, he enjoys playing golf and watching Quinnipiac’s nationally ranked hockey team. Go Bobcats!
Contact Brian (203) 877-1520