Exceptional service. Personal commitment.

A personalized approach to financial planning

Brian is a financial advisor at RBC Wealth Management with over 15 years of experience and he holds both the CFA® and CFP® designations. Serving clients in New York City, the Mid-Atlantic region, and nationally, Brian focuses on retirement planning, investment management, cash flow planning, and tax-conscious planning for individuals, families, retirees, and business owners.

By working with a select number of clients, Brian can deliver deeply personalized financial planning centered on quality, attention, and depth — a customized, integrated plan built around investments, cash flow, and tax considerations. A Dartmouth College economics graduate, Brian brings both analytical rigor and genuine personal commitment to every client relationship.

Global Insight Monthly

GI Monthly

Climbing the wall of worry

Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.

Read more in Global Insight Monthly

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Latest Insights

Hand analyzing stock market data

What is an IPO? A look at initial public offerings and how they work

Discover the mechanics of IPO investing, from understanding share allocation to researching new listings.

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