Brian began his career in the financial services industry in 1994 with NationSecurities, a partnership between NationsBank and Morgan Stanley. In 1999, he joined Ferris, Baker Watts Inc. By 2001, he became a financial consultant for The Westheimer Group, working closely with Julius Westheimer for several years. In 2008, Brian took on the role of Branch Director for the Towson, MD office as part of the merger with RBC Wealth Management. In April 2010, he relocated to our Baltimore office. Brian and his family moved to Boulder, CO in July of 2012 and he worked out of and managed the Boulder office for almost 10 years (time flies!).
Brian has passed the FINRA series 7, 9, 10, 63, 65 exams, and holds his health and life insurance licenses. He graduated from Gilman School in 1984 and The University of Richmond in 1988. He served as a member of the Gilman Board of Trustees member and President of The Alumni Board. He is a former Board of Director’s member for Girl Scouts of Central Maryland and has served on their Financial Committee. He is a member of the RBC Directors Council and is an Accredited Asset Management Specialist-AAMS (via College for Financial Planning) as well as an Advanced Wealth Manager - 2018.
After spending most of their lives in Baltimore, Brian, his wife, and their three children moved to Boulder, Colorado in July of 2012. They wanted their kids experience the outdoor, healthy lifestyle found in the Rockies! They enjoy fly fishing, biking, hiking, skiing and beautiful scenery. They moved back to Baltimore toward the end of 2021 and hope to be able to spend time in both of their favorite states going forward.