Experience
- 20+ Years of Industry Experience
- Financial Advisor, Kaplan Financial Group/AXA Equitable
- Vice President & Regional Director, Ivy Funds Distributors Inc.
- Institutional Services & Regional Consultant, Rydex Investments (now Guggenheim Investments)
Education
- University of Delaware, Lerner College of Business, BSBA. Major: Finance, Minor: Management Information Systems
- University of Pennsylvania, The Wharton School. Certified Investment Management Analyst Program
Accolades
- Bethesda Magazine - The Face of Wealth Management - 2021, 2022
- Five Star Wealth Manager - 2016-2021
- Forbes Best-in-State Wealth Advisor - 2021, 2023
- Forbes Best-in-State Next-Gen Advisor - 2019
- Best of Modern Luxury DC - Voted Best Wealth Manager - 2021
- Potomac Lifestyle Magazine - Voted Best Wealth Manager - 2021
Licenses, Designations, Memberships
- Accredited Investment Fiduciary (AIF®)
- Certified Investment Management Analyst (CIMA®)
- Investments & Wealth Institute
Personal
- Lives in Bethesda with his wife (Nicole), three children (Braden, Avery & Madison) and their Bernedoodle dog (Bailey).
- Brian swam at the University of Delaware
- Brian enjoys travel, golf, food & wine and spending time with his family