Biography
A member of Accredited’s Wealth Management group, Brian is responsible for developing and directing client planning strategies. Brian serves as an internal resource for evaluating qualified retirement plans and pension options to help meet clients’ retirement funding goals.
Prior to joining Accredited Investors, Brian held several positions in the financial services industry, specifically focused on retirement planning and general securities. He began his professional career as a consultant delivering enterprise software solutions to Fortune 500 companies.
For more information about educational requirements, professional certifications, and professional designations, click here.
Education & Background
CERTIFICATIONS:
• Boston College – B.S. in Management
• Bentley University – M.S. in Financial Planning
• Certified Financial Planner™
How do you spend your life wisely?
Pursuing passions both professionally and personally enables me to continue to spend my life wisely. Building and fostering relationships with clients, colleagues, family, and friends is at the core of this each and every day. I take advantage of the windows of time I have with my wife and daughters, whether it’s planning our latest adventure, supporting their interests, or sharing a laugh. I also dedicate time for personal growth, which helps me recharge and continue to enjoy life’s passions.
“Carpe diem – seize the day.”
Robin Williams in Dead Poets Society
