Brian has over +12 years of experience in the financial services industry. He started his career in the financial industry at Protective Life working in their sales distribution division. He was able to acquire a first-hand knowledge and a deep understanding of important insurance products such as life insurance and variable
annuities.
From there, he spent the next +6 years of his career on Wall Street. The first 3 years were with Neuberger Berman, a renowned mutual fund and equity manager. After which he joined one of the most prestigious and well-respected investment firms in the business, Goldman Sachs. There, he was a Vice President of Platform Development within their Asset Management Division. Through this experience, Brian developed a
wealth of knowledge in investment strategies, asset allocations, and capital markets that we believe will be a valuable part of our service in helping you reach your financial goals.
Most recently, Brian served as a Senior Financial Planner and Head of Investment Strategy for Domain Money, a start-up that focused on comprehensive fee-based financial planning. In this role, he performed duties as a senior financial planner working with clients all across the US and took the lead in building out the firm’s investment strategies and philosophy that was implemented and tailored specifically to
their clientele.
Brian holds the designation of being a Certified Financial Planner™(CFP®). This designation prioritizes our obligation to act in your best interest at all times. Brian is excited to bring a new perspective and enhance the firms’ capabilities through the knowledge he has gained throughout his career.