As a licensed financial advisor, Brian works with individuals, families and small business owners to develop customized financial strategies designed around their goals, priorities and circumstances. His areas of focus include insurance, investments, retirement, college funding, supplemental employee benefits and other financial strategies. As an independent advisor, Brian is able to take a comprehensive approach to each client’s financial picture and recommend strategies based on what is appropriate for the client, rather than a corporate product agenda or sales target.
Brian brings a perspective to financial advising that is uncommon in the industry. Prior to entering financial services, he served as a college financial aid director, working directly with students and families as they navigated the complex financial decisions surrounding higher education. That experience continues to shape his practice today and has led to a particular passion for helping families understand and strategically approach the cost of college.
Brian is a graduate of Abington Heights High School and The Pennsylvania State University, where he earned a degree in Business with a concentration in Financial Services. He holds Pennsylvania Life, Health, Annuity and Disability Income Insurance licenses as well as FINRA Series 7, 63 and 66 registrations through LPL Financial. He is also a registered representative and investment adviser representative, allowing him to provide both investment and advisory services to his clients.
Brian and his wife, MaryBea, have two daughters who are fifth-generation residents of Jessup, Pennsylvania. Family and community remain an important part of Brian’s life outside the office. He enjoys spending time with his family and supporting the people, businesses, schools and organizations that make Northeast Pennsylvania home.