Brian began his career in the financial services industry over 30 years ago in 1994 with NationSecurities, a partnership between NationsBank and Morgan Stanley. In 1999 he joined Ferris, Baker Watts Inc. and by 2001 Brian 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 July of 2012, Brian and his family moved to Boulder, CO where he worked as a Financial Advisor and the Branch Director of the Boulder office for almost 10 years.  He and his wife Cindy wanted their three children to experience the healthy outdoor lifestyle found in the Rockies. Brian and his family returned to their native Baltimore and to the Hunt Valley office near the end of 2021. Brian graduated from Gilman School in 1984 and The University of Richmond in 1988 and has served as a member of the Gilman Board of Trustees and President of The Alumni Board. He is a former Board of Director’s member for Girl Scouts of Central Maryland and served on their Financial Committee. Brian has been named to Director’s Council and has earned RBC Wealth Management’s internal professional designation of Accredited Wealth Manager (AWM). He also holds the designation of Accredited Asset Management Specialist-AAMS (via College for Financial Planning). Brian has passed the FINRA series 7, 9, 10, 63, 65 exams, as well as holds Health and Life Insurance licenses.