ADVISORS & FINANCIAL PLANNERS
Advisor & Financial Planning Director
Brian is a Certified Financial Planner®. He brings extensive experience in collaborating with clients to align their values and their financial behavior.
That moment when I see the client’s shoulders relax and they start to breathe easier and gain confidence in their plan… that’s the good stuff, knowing they will be sleeping better at night.
After turning the page on a full career in corporate finance in the retail financial services industry, Chris is happily focused on pursing his interests in personal financial planning.