Brian has been in the financial advisory industry for over a decade. Over the past six years, Brian has tapped into his entrepreneurial nature by successfully owning and operating his own independent advisory firm. He takes great pride in building strong relationships with the families that he works with and constructing portfolios consistent with their personal goals.

Brian is a CFP® practitioner, having completed the Financial Planning Certificate Program at Boston University, and graduating with a Bachelor’s of Science degree from Providence College.

Brian lives in Medford with his wife and two young sons, and is an avid fan of the Celtics, Red Sox & Patriots.