I take a consultative approach to working with you, taking the time to develop a thorough understanding of who you are and what matters most to you. Based on your personal situation and your priorities, I help you develop a strategy to preserve and grow your assets to help fulfill your vision of your financial future. My commitment is to provide quality service and support throughout our relationship.

Qualifications

• Obtained the CERTIFIED FINANCIAL PLANNER® certification in 2025

 • Obtained the CLTC® (Certification for Long-Term Care) designation which focuses on the discipline of extended care planning

• Obtained the RICP® (Retirement Income Certified Professional) designation which focuses on helping individuals who are at or near retirement build a plan

• Licensed to sell Life, Accident & Health insurance*

 • Holds his Series 6, 7, 63 and 65 licenses

 • Earned his bachelor’s degree at the Johnson & Wales University

 

Personal

• Brian was a 4 time national mountain biking champion and was also a member of Team USA at 4 world championship rounds

 • In his spare time, he enjoys rock climbing, cycling and playing the drums

 • Brian resides in Cromwell, CT with his wife Amanda and their two children, Ava and Damon