Biography
A member of Accredited’s Wealth Management group, Brian is responsible for wealth planning analysis and the execution of planning strategies.
Prior to joining Accredited, Brian worked for eight years as a mechanical engineer. While he loved the opportunity to solve complex problems, he desired a career where he could learn people’s stories and provide a more direct, positive impact on their lives. This desire, and a passion for personal finance, led Brian on a path to a career in wealth management. Brian is excited to be a part of Accredited; he loves the team’s focus on comprehensive planning and doing what’s best for the client.
For more information about educational requirements, professional certifications, and professional designations, click here.
Education & Background
CERTIFICATIONS:
• University of Wisconsin, Madison – B.S. in Mechanical Engineering
• Boston University – Certificate in Financial Planning
• Certified Financial Planner™
How do you spend your life wisely?
I spend my life wisely by trying to focus my time, energy, and assets towards things that enrich my life. Whether that is seeking out new experiences, spending quality time with my friends and family or creating the space to pursue activities that I'm passionate about or energize me, a life worth living is a life full of enriching experiences.
“A ship in the harbor is safe, but that is not what ships are built for. ”
John Shedd
