Brian advises businesses and their key managers on matters of executive benefits and personal financial planning. He is a CERTIFIED FINANCIAL PLANNER™, a Chartered Life Underwriter® and a Chartered Financial Consultant®. He entered the financial services business in 2008, following a six-year career in the public relations field. 

Brian is a qualifying member of the Million Dollar Round Table®, an international network of leading insurance and investment financial services professionals. The National Association of Insurance and Financial Advisors (NAIFA) has recognized Brian multiple times with its Quality Award. It acknowledges his commitment to exceptional client service, professional education, industry volunteerism and adherence to the NAIFA Code of Ethics. 

Brian is an active volunteer for the financial services industry and for Cleveland-area civic causes. He serves as a director for NAIFA’s statewide Ohio chapter. In 2021, he completed a term as Alumni Advisory Board secretary for The American College of Financial Services (King of Prussia, Penn.). In 2018, he completed a five-year commitment to NAIFA’s Cleveland chapter as its president. He visits lawmakers’ offices in Washington, D.C., and Columbus, Ohio, to advocate for important financial services industry policies. As a community volunteer, Brian helps low-income families file their taxes through the Cuyahoga Earned Income Tax Credit Coalition, an Internal Revenue Service affiliate. He is a six-gallon Red Cross blood donor.

Brian is a University School (Hunting Valley, Ohio) graduate. He received his Bachelor’s degree from John Carroll University. He resides in Cleveland Heights, Ohio.