Vice President, Financial Advisor, Portfolio Manager
Morgan Stanley

Brian works closely with high-net-worth entrepreneurs, senior executives, corporations, and foundations helping them establish structure and clarity to simplify the complexities of their finances. Through his “MVP” (Money, Values & Purpose) Approach, he can understand where you are today and where you’d like to be in the future, incorporating what’s most important to you. He will work closely with other trusted advisors to create an integrated investment & advisory services plan to include estate, succession, tax, and insurance planning needs where appropriate.