Brian is committed to delivering an outstanding client experience. He joined The Kroneberger Group in 2024 after working for Fidelity Investments for 12 years. Brian is passionate about helping people and building strong relationships with his clients. He remains very dedicated to his craft and understands the lasting impact that efficient wealth planning can have on the lives of his clients and their families. In addition to providing advice on tax considerate investment management, Brian helps clients to plan for retirement, generate cash flow and prepare for leaving a legacy.
Brian graduated from Dartmouth College where he majored in economics and played on the lacrosse team. Brian was captain of the lacrosse team his senior year. He finished his career as one of the program’s all-time leading scorers because he was fortunate to play with some excellent teammates. Brian credits his ability to work well with others to his time as a lifelong athlete and his experience being around some amazing people.
Brian grew up in Rye, New York, and met his wife, Laura, who is from Ellicott City, Maryland, when they were both living in New York City. Brian and Laura now have four children and live in the Baltimore area. Brian still travels to New York City frequently to meet with clients and visit family. Brian and Laura love trying new restaurants and spending time with friends and family. Brian also plays golf, tennis and paddle tennis. Brian gives back to the community by coaching youth sports, supporting charitable causes and always looking for an opportunity to brighten someone’s day.
- Passed Series 7 and 63 exams
- Chartered Financial Analyst® charterholder
- CERTIFIED FINANCIAL PLANNER™ professional
- Licensed by the Maryland Insurance Administration for life, accident, health and variable annuity insurance