About Brian

With over 20 years of experience in the retirement services industry, Brian is a passionate and dedicated consultant who helps clients build and protect their wealth, their business, and their employees. Brian is an Accredited Investment Fiduciary® (AIF®) and a Qualified 401(k) Administrator (QKA®).

Practice Focus

Retirement Planning

Education and Certifications

Accredited Investment Fiduciary® (AIF®)
Chartered Retirement Plans SpecialistSM (CRPS®)
Qualified 401(k) Administrator (QKA®)