Why I Do This Work
“As a student of economics, I’ve always been drawn to the creative and collaborative aspects of designing well-rounded financial, estate, and investment plans. Over time, what I’ve come to value most are the lasting, meaningful relationships built with clients, and helping them navigate complexity, adapt to change, and feel confident about their financial future.”
Focus Areas
Credentials & Education
Professional Background
Brian began his career with CCMG as the firm’s first intern while still an undergraduate, joining the firm full-time in 2008. Entering the industry during the Great Financial Crisis gave him early exposure to the importance of resilience, communication, and proactive planning. With more than 15 years of experience, Brian combines technical expertise with a client-first approach, guiding individuals and families through financial decisions with care and clarity.
Community Involvement
Outside the Office
Brian is an avid chess player, recreational golfer, and enthusiastic supporter of Quinnipiac’s nationally ranked hockey program. A lifelong Connecticut resident, he lives in Southbury with his wife, their children, and their beloved dog, Daisy.
