Brian began his career in the financial planning field several years ago, and enjoys seeing his clients establish and work towards their goals and milestones. When working with clients, his process begins with financial education, to ensure understanding of the financial principles to be discussed. From there, he helps his clients to understand their options, and make choices that help his clients pursue their goals.

Brian holds a Bachelor’s degree in Finance as well as a Master's degree in Finance, and is a CERTIFIED FINANCIAL PLANNER™ Professional. Brian enjoys furthering his knowledge in various topics of finance, especially in the areas of financial psychology and behavioral finance.

Currently residing in Clearwater, Brian enjoys spending time outdoors, and playing sports such as golf and soccer.

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Education:

Master's in Finance - University of Wyoming

Bachelor's in Finance - University of South Florida

CERTIFIED FINANCIAL PLANNER™ - CFP Board of Standards

Certified Plan Fiduciary Advisor - National Association of Plan Advisors