Brian is an experienced financial planning professional that specializes in all areas of financial planning, estate planning and asset management. For more than ten years, Brian has focused on helping his clients-individuals, families and small businesses - address their specific financial goals and objectives.
Brian holds his Series 7 and 63 registrations through LPL Financial and 65 securities registration through Householder Group Estate and Retirement Specialist and is licensed through the various states such as PA, WV, OH, SC, and NC for life, health, disability insurance. In addition, he has earned his Certified Financial Planner (CFP®) Certification. Brian uses his considerable experience and training to develop comprehensive financial plans for his individual and business clients that often include hands-on investment management approaches, estate and risk management strategies, tax planning, business analysis, and distribution plans for retirement.
Brian has partnered with Householder Group because they share his dedication to the same goals and objectives he believes are necessary to pursue successful outcomes for his clients. Like Householder Group, Brian’s focus is on developing and implementing cutting-edge tax strategies, estate-planning techniques, and helping clients manage income and estate taxes. In addition, Brian is able to leverage the availability of Householder Group’s sophisticated investment strategies that enable him to focus on capital preservation and multi-generational wealth management for his clients. Ultimately, Brian wants all of his clients to have confidence in their investments knowing that he is doing everything possible to help them pursue their specific financial goals and objectives.
Brian grew up in Akron Ohio, where he was part of the wrestling team during high school and then continued at the college level. Brian enrolled at Mercyhurst University, earning his Bachelor’s Degree with a concentration in Finance.
Brian remained in Pittsburgh after graduating from Mercyhurst where he met and married his lovely wife Caitlin. Brian and Caitlin have three children, Mason, Jake and Beckett.
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