Serving Businesses Like Yours 

Brian quarterbacks all the core relationship management functions for his clients.  He specializes in comprehensive planning and wealth management for affluent corporate executives, business owners, their employees, and their families.  This includes, but is not limited to, managing short-, intermediate-, and long-term investment portfolios, 401(k) and 403(b) plans, and other qualified and non-qualified retirement plans on behalf of:

  • Corporations
  • Institutions
  • Nonprofits
  • Foundations
  • Endowments
  • Faith-based organizations