Brian offers his clients guidance for corporate retirement plans, retirement income planning and portfolio design. With nearly 25 years of wealth management experience, his attention to detail and conscientious manner translates into white-glove service for all his clients. Brian also manages the firm’s regulatory compliance.
Brian supports his community through United Way of the Greater Lehigh Valley's Tocqueville Society. Brian’s interests include ice hockey, fly fishing and detailing cars. He resides in Bethlehem with his wife and three children.
Education and Designations:
- Lafayette College – B.A. in History
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC)
- Chartered Retirement Planning CounselorSM (CRPC®)
