After growing up in Hawthorne, NY then graduating from SUNY Geneseo with a major in Economics and minor in math, Brian decided to take a chance by moving to Rochester, NY immediately after graduation and building a wealth advisory practice. With kind words and introductions from friends and clients, his business has grown almost exclusively from “word of mouth” since 2004. As a financial planner, Brian and his team provide comprehensive financial planning focusing on retirement, investment, estate and business owner planning strategies.
Brian adamantly believes in an objective, process driven experience that they call The Wealth Navigation Process. Coming from a family of educators, the process is built around educating clients on their options and strategies to help build more confidence in their financial plan. His unique differentiation and greatest value as a financial advisor is his ability to listen and help clients take action towards their chosen solutions. In March of 2009 Brian successfully completed the Certified Financial Planning Board of Standards education, experience, ethics and exam requirements for a CERTIFIED FINANICAL PLANNER™ practitioner certification. On a personal note, Brian currently lives in Victor with his wife Casey and their three kids, Joelle, Nate and Hazel.