Brian oversees and coordinates the financial affairs for a select group of families, retirees, corporate executives, and business owners all across the country. He believes in providing holistic education and financial planning services for clients to help them make better decisions about their financial affairs. His goal is to help clients simplify their financial lives, and serve as a partner to and through retirement. Brian holds a bachelors degree in Economics, along with a Certified Financial Planner® and Certified Investment Management Analyst® designations. Brian enjoys volunteering, an active lifestyle, and his dog Taurus.