My goal is to humbly serve my clients to the highest degree with sound financial advice based on an intimate and thorough understanding of their life. Readily recognizing that our success comes from a team approach, I utilize all the resources, knowledge and solutions that RBC Wealth Management offers.
Prior to joining RBC Wealth Management in 2015, Brian worked for Morgan Stanley Smith Barney from 2007-2015, and Hefren Tillotson from 1999-2007. After completing the required coursework at the College of Financial Planning, he received his CERTIFIED FINANCIAL PLANNER™ certificate. The multi-year CFP® program entails in-depth courses, training, and comprehensive examinations in all areas of financial planning including investments, taxes, insurance, estate, and retirement planning. Brian also holds the Series 6, 7, 9, 10, 63 securities registrations and Life, Health, Accident insurance licenses.
Brian graduated from Westminster College in New Wilmington, PA. He is a lifelong resident of Pittsburgh’s South Hills, and currently resides in Bethel Park with wife, Michele, and three sons. Brian is active as a coach in the Bethel Park Soccer Association and a Board Member of the South Hills YMCA.