Brian is a seasoned wealth management professional with over two decades of experience, demonstrating a proven track record of driving operational excellence and fostering enduring client relationships. His career is distinguished by his ability to develop and implement strategic solutions that enhance efficiency and client satisfaction.

Starting his career in the dynamic financial landscape of New York City, Brian honed his skills in a fast-paced, high-stakes environment. He later transitioned to local investment management firms in the Rochester area, where he continued to refine his expertise and establish a stellar reputation for delivering streamlined operations and exceptional service.

Throughout his career, Brian has consistently demonstrated exceptional strategic planning, conflict resolution, and client retention abilities. His effective communication skills, meticulous attention to detail, and commitment to delivering white-glove service have earned him accolades from both clients and colleagues. Brian’s leadership skills and his capacity to effectively manage complex operational challenges make him an ideal candidate for an Operations Director role.

Brian says, “Working at Coordinated Plan has been incredibly rewarding. The collaborative environment and emphasis on providing exceptional, tailored service align perfectly with my career goals. I’m grateful for the opportunity to contribute to the team’s success and to make a positive impact on our clients’ financial futures.”

Brian holds a Bachelor’s Degree from Skidmore College and an MBA from the Rochester Institute of Technology (RIT). When not immersed in his professional pursuits, Brian enjoys spending quality time with his wife, Robbie, their teenagers, Morgan and Tedy, and their two beloved dogs. He finds great joy in watching his children participate in sports, exploring new destinations, and creating cherished family memories.