Brian spent his twenties studying neuroscience before making an unexpected pivot to finance. That unconventional path shaped how he works today: curious first, advisory second.
Over 25 years later, he's built a practice around helping business owners make confident financial decisions. As an entrepreneur himself, he understands how growth creates complexity — and how the line between business and personal finances blurs faster than anyone expects.
Beyond client work, Brian is committed to helping the industry evolve. He participates in peer study groups to sharpen his craft, serves on the Kestra Advisory Council, and is actively involved with the Financial Services Institute (FSI).
With family now joining the firm, Brian balances work with motorsports, skiing, and a passion for travel and wine. Originally from Montana, he's called Baltimore home for over 30 years.