Brian leverages his 25+ years of experience to deliver financial planning, strategy development, and investment recommendations to the mission of helping his clients meet their stated goals. He is also responsible for overseeing our firm’s ETF Model Program.
Prior to joining our firm in 2015, Brian served as Associate Director of Reporting and Operations at Threshold Group, LLC and was a Senior Financial Analyst at Ashbridge Investment Management.
Outside of the office, Brian is an active volunteer in his community, a lifelong Philadelphia sports fan, and an Eagles season ticket holder.
Professional Credentials
Certified Financial Planner, CFP®
Education
West Chester University, BS, Business Management
Community Leadership
Phoebe Ministries, Audit, Finance and Investment Committee
