With over 35 years of life experience in the world of wealth advising, economics, business, and raising a family, Brian brings the experience and integrity that is expected for and by the people we work with.
Brian has previously held positions as a Vice President of a multi-million-dollar business, Contract Negotiator, Pricing Estimator for billion-dollar projects, Corporate Liaison between the company and government customer, and a Consultant to business owners and government entities.
In addition, Brian has over 20 years of experience as an Adjunct Professor of Economics bringing an education perspective to the conversation, and has been a speaker at industry conventions.
As a pilot and former volunteer firefighter, Brian learned how to anticipate expected and unexpected developments and how to have a system of redundancies to deal with adversity and take advantage of opportunity.
Some of Brian’s other activities include bike riding, the beach, camping, hiking, and birding after enjoying many years of coaching youth baseball and soccer, and serving as Town Treasurer and Chairman of the Board of Finance. Brian enjoys helping others spend more time with their families and friends while becoming financially independent.
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: California, Connecticut, Florida, Indiana, Massachusetts, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon and Pennsylvania
Advisory Services: Connecticut
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*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.