Location

York, PA

Education

Bachelor of Science, Accounting – Christopher Newport University

Licenses

FINRA Series 7, 63, 65; Pennsylvania Life/Health & Variable Annuity License

Bio

In 1998, Brian started as a Compliance Officer for a small broker/dealer in Virginia. Six years later, after realizing how much he enjoys working one-on-one with people and addressing their financial needs, he decided to transition over to be a financial advisor. Although he enjoys all aspects of being a financial advisor, he focuses on helping pre-retirees transition into retirement.

Brian sees integrity as an integral part of the client-advisor experience, his understanding and caring nature makes him easy to work with. He values building relationships with his clients that are rooted in trust, and he aims to educate his clients by explaining financial processes in a way that makes sense.

Brian has been in the securities industry for 22 years. He currently holds his FINRA Series 7, 63, 65, and Life/Health & Variable Annuity License in Pennsylvania, Virginia, and Maryland, as well as other states.

Outside of the office, Brian enjoys the beach, running, snow and water skiing, biking, and above all, being a dad.

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