MISSION STATEMENT
I strive to improve the financial well-being of my clients through holistic wealth planning. By getting to know my client’s needs, wants, and wishes I’m able to create a financial plan to achieve their vision of the perfect retirement. Together we will monitor progress and review the plan to ensure your financial success.
PROFESSIONAL FOCUS
⦁ Develop actionable plans for: Asset Management, Tax Efficient Retirement Income, Incapacity, and Legacy Wealth Transfer
⦁ Dedicated to helping clients work toward a positive retirement outcome through careful analysis of their savings rate, investment strategy and overall financial wellness
⦁ Work with 401(k), 403(b), defined benefit and 457(b) plans
QUALIFICATIONS
⦁ Over 23 years’ experience in the Financial Services industry
⦁ Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.
⦁ Holds FINRA Series 24, 7, 6, 66, and 63
⦁ Holds life & health insurance licenses from Ohio
EDUCATION
Graduated from John Carroll University with a B.A. in English.
PERSONAL
Brian lives in Strongsville, Ohio and has two children who attend Saint Joseph Academy and Walsh Jesuit High School. Brian is an active member of the Strongsville City Club which contributes to the vibrancy of the city and supports local Special Olympians and their families. In his free time he enjoys coaching his children’s soccer and basketball teams. Brian is always up for a round of golf with friends and family.