Brian has more than 20 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. Brian's current role is Director, Participant Engagement. His team is tasked with optimizing live channel strategies for participants of employer sponsored retirement plans. Additionally, the team is charged with leading the overall technology strategy that supports live channel associates' ability to deliver a superior customer service experience.
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 camping. His son’s and daughter’s gymnastics events also keep him busy and active.
Brian is an adjunct faculty member at Tallahassee Community College and Bellevue College. He is also a member of FPA of Utah.