Brian enjoys the bonds he has built with clients since he began his career in the financial services industry in 2000. His clients have come to rely on him to help provide advice for not only financial matters, but also for many other choices they make in their everyday lives. For Brian, helping people is not always about numbers.
Before coming to Raymond James, Brian worked as an Independent Private Client Advisor at J.P. Morgan Securities, LLC. He holds a Bachelor of Arts in Finance that he earned at Michigan State University. A native Michigander, Brian hails from Cassopolis. Today, Brian lives in Beverly Hills with his wife, Dana, and their two boys.
Outside the office, Brian enjoys spending time with his family. The boys are involved in soccer, futsal, golf and skiing. When not at sporting events, you’ll likely find Brian cooking up a meal for friends and family on the grill, or playing a round of golf.