Personal finance isn’t only about charts and progress for Brian. He has a way of taking complex strategies and making them easy to understand for his clients. For him, it’s all about the satisfaction of seeing clients live out their dreams and knowing his advice and strategies may have played a role in helping along the way. Brian has more than experience to offer the clients of Three Bridges; he holds one of the most recognized designations in the finance industry as a CFP®. In his role, Brian spends his time meeting with clients to discover goals and carry out highly customized financial plans.
Brian currently serves as a Trustee on the City of Rockledge General Pension. He is also a past member of the Brevard County Investment Committee, which advises the County Board of Commissioners on issues managing the county’s short and long-term portfolio. Brian is a founder and current board member of Transitioning Patriots of Brevard, and he also teaches classes with Dennis at their church.
A Pennsylvania native, Brian graduated with a finance degree from the Indiana University of Pennsylvania. He played rugby at IUP and for the Brevard Old Red Eye RFC. He has served in the U.S. Army, as well as the Pennsylvania and Florida National Guard. Brian is married to his college sweetheart, Marcie, and enjoys being involved in his church and spending time with his wife and their two children.