Brian is a seasoned wealth management professional with over two decades of experience. Renowned for his exceptional client service and dedication to building enduring relationships, Brian consistently delivers a white-glove experience that exceeds expectations. His ability to deeply understand client needs, develop innovative solutions, and provide exemplary service has cemented his reputation for ensuring the highest levels of 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 personalized, high-touch service.

Throughout his career, Brian has exemplified a commitment to excellence. His strategic planning, conflict resolution, and client retention abilities have consistently gone above and beyond. His effective communication skills, meticulous attention to detail, and focus on delivering white-glove service have earned him accolades from both clients and colleagues.

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.