Brian has been serving clients since 1999. He is licensed in securities and insurance and uses his extensive knowledge and experience to help his clients pursue their financial goals.
His financial service consists of retirement strategies, insurance, college funding considerations, asset accumulation and wealth transference. Brian discerns his clients expressed and unexpressed needs and ever-changing lifestyles, and he can also style a financial plan that is tailored specifically for each client.
Brian’s passion is helping his clients attain financial success. He would welcome the opportunity to meet with you and it would be his pleasure to discuss how he can help you based on your individual circumstances.
Boca Raton Office | 561.910.2566