Beginning in 2001, Brian has spent his entire career in the financial services industry. As his career evolved, he developed a passion for helping clients create holistic financial planning solutions. Seeking to align his clients with a proven financial planning process, Brian merged his practice with Blue Rock RiversEdge. This merger has allowed Brian to provide purely independent and conflict-free advice to his clients. As a partner of the firm, Brian specializes in providing comprehensive solutions for business owners, executives and retirees. Prior to merging his practice with Blue Rock, he was a partner and owner at a boutique insurance and retirement planning firm in Newark, DE. Brian is a member of Tatnall’s Alumni Council, Development Committee and former member of the Board of Trustees.
Brian is a lifelong Delawarean and a graduate of the Tatnall School and Ursinus College. Brian has earned various industry designations including Certified Financial Planner ™(CFP™), Chartered Financial Consultant® (ChFC®), Certified Divorce Financial Analyst™ (CDFA™) and Accredited Investment Fiduciary®(AIF®).