Brian has more than 16 years of experience in the financial services industry, and has proudly spent all those years working at Fidelity Investments. During his tenure there, he has held a number of positions on both the private client side of the business and the institutional side. An important part of his current role as Director, Retirement Planner, is meeting with individuals and families to help them maximize their workplace retirement plans, and to help keep them on track toward meeting their financial goals. Brian takes great pride in his ability to communicate complex financial concepts to them and develop strategies that are relevant to their current situation. At the end of the day, there is nothing more rewarding than having someone tell him that he’s had a personal impact on the quality of his or her life. The knowledge he shares with his clients matters — which is why he dedicates much of his free time to staying on top of what’s happening in the markets, as well as keeping up with the latest industry news, issues, and developments. His clients expect a great deal from him, and it’s important to him that they have confidence in his expertise.
Brian is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds Series 7, 9, 10, 63 and 65 securities licenses as well as life, health and variable annuity insurance licenses. He attained his certification in December of 2015 after attending the Zahn live review in Tampa, FL. Brian has a Bachelor’s degree in Business Marketing and a Master’s in Business Administration from the University of Phoenix.
In his spare time, Brian enjoys getting outside and playing golf and going to the beach. His son’s and daughter’s gymnastics events also keep him busy and active.