Brian joined our firm in 2015, and has over 21 years of experience in the financial services industry. As an Advisor, Brian is responsible for managing client relationships, financial planning, strategy development, and recommending investments to meet client stated goals.
Brian’s other roles involve managing & overseeing the firm’s ETF Model Program.
Prior to joining our firm, Brian served as Associate Director of Reporting and Operations at Threshold Group, LLC and was a Senior Financial Analyst at Ashbridge Investment Management. Prior to joining the financial services industry, Brian was an Account Representative at GlaxoSmithKline Pharmaceuticals.
Brian earned a Bachelor of Science degree in Business Management from West Chester University and is a CERTIFIED FINANCIAL PLANNER™ professional.
Outside of the office, Brian is an active volunteer in his community. He serves on Phoebe Wyncote’s Strategic Advisory Council and has served as an officer in his neighborhood civic association. Brian is a lifelong Philadelphia sports fan and Eagles season ticket holder.