Brian deeply believes that hard-working people deserve the things they want in their lives, but the unfortunate truth is that while most people focus on their needs in life, they struggle with creating and implementing strategies focused on their wants. In order to achieve both professional and personal success, a bulletproof, comprehensive strategy must be developed. This is what Brian does for his clients.
When asked what attracted him to do this work, Brian states that “Growing up, I had the pleasure of watching my father, now 40 years in the business, work with families and business owners. I saw first-hand the impact that his work has had on their lives, which motivates me to utilize that kind of holistic planning to make a lasting impact on my own clients.” By focusing on financial strategy rather than financial products, Brian is able to help clients build wealth more effectively and set themselves up for greater distribution with lower tax. When not working, Brian enjoys fitness, trying new cuisines, giving back to his community and traveling at every opportunity he gets.
He earned a Bachelor’s Degree from Syracuse University and spent six years providing Emergency Medical Services for his hometown Volunteer Ambulance Squad as well as Syracuse University’s Ambulance Squad as a licensed EMT. Brian currently resides in Quincy, MA.
Financial Representative of Guardian