A collaborative approach to partnering with you

With more than 26 years in the financial services industry, Brian takes seriously his role in helping clients preserve the wealth and the future they’ve worked hard to secure. He takes the time to connect with each of his clients, helping them to define their individual needs and aspirations before crafting a strategy that encompasses those objectives.

Brian has expertise in providing financial advice to affluent families with a special focus on assisting clients with estate planning needs. He also oversees our team’s investment strategy, determining the most appropriate asset allocation and investments based on both internal and external research. Brian works closely with clients when creating a financial strategy, and makes it a priority to establish an open line of communication, ensuring they feel comfortable asking questions about the plan that’s been laid out for them.

Before joining Raymond James, Brian had worked at Merrill Lynch since 1996. He earned degrees in finance and economics from Lycoming College, and later attained the prestigious CFP^® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.

When he’s not in the office, Brian stays active in his community as a board member for Favors Forward and a football coach for Montgomery School District. Brian and his family are avid football fans and can often be found at Penn State games. Brian also enjoys hunting and the outdoors, as well as traveling with his family. He lives with his wife, Dana, and their sons, Logan and Weston, in their recently renovated 1854 farmhouse.

Raymond James is not affiliated with the above organizations and/or charitable causes.