Brian graduated from Pennsylvania Western University in 2023 with a bachelor’s degree in Personal Financial Planning. In 2024, he attained a Master of Business Administration with a concentration in Finance.
Brian has a focus on comprehensive financial planning. By addressing all aspects of an individual’s financial picture, the result is a tailored solution, unique to the individual.
Brian holds the FINRA Series 7 and Series 66 registrations, as well as the Florida Health/Life/Variable Contracts.
When not advising clients, Brian enjoys rooting for the Buffalo Bills, playing golf, and reading. Brian resides in Saint Petersburg, Florida.