Profile

Brian has earned his stripes as an accomplished financial professional and former member of the U.S. Army. His mission? To support clients’ objectives – helping them move smoothly from Point A to Point B with the least amount of risk possible.

In every aspect of his life, Brian believes in doing what is morally right and holding himself to a higher standard. The diversity and loyalty of his clientele reflect his ability to apply rigor and discipline in a friendly and open manner – helping individuals and families feel comfortable in discussing financial and personal issues.

“Given my military background and decades spent as a financial advisor, I am driven by facts and the results of proven strategies,” Brian says. “I’m doing my job well if I can bring about financial outcomes that clients define as meaningful. I serve hard-working people who expect me to work as hard as they do. They deserve it – and it’s my privilege to serve them.”

Brian is a highly credentialed advisor who finds his industry training allows him to bring an uncommon measure of knowledge to clients – as they pursue careers and rewarding lifestyles. He holds the Accredited Domestic Partnership Advisor℠, ADPA® certification from the College for Financial Planning Institutes Corp and the CERTIFIED FINANCIAL PLANNER™, CFP® certification from the Certified Financial Planner Board of Standards.

Brian joined Merrill as a financial advisor in 2005 after spending eight years at Morgan Stanley in the same role. During his time as an Indirect Fire Infantryman in the U.S. Army, Brian was awarded two Army Achievement Medals, the National Defense Medal, the Kuwait Liberation Medal, and the Southwest Asia Service Medal with one Bronze Star. He was honorably discharged shortly after his tour in Operation Desert Storm/Shield.

In 2018, Brian founded Operation Honor Guard - a 501(c)3 non-profit organization that honors fallen soldiers by cleaning and restoring their headstones with the hope of bringing new life to their final resting place (www.graveguard.org).

Brian holds a Bachelor’s degree From West Chester State University and a place in his heart for family time – with his wife, Mondi, and their three children.

Community involvement is an integral part of how we interact with clients and the areas in which we live.  This drives our interest in spending time volunteering with organizations that share our core values.  We believe the effect you have on others will be your most valuable investment.