Brian works closely with prospective clients to explore new opportunities, build lasting industry relationships, and support the firm’s continued growth. He brings more than 20 years of experience in the retirement plan advisory space, with a background in business development and investment manager research across multiple firms.
Having worked through multiple market cycles, Brian offers a clear‑eyed perspective that values simplicity and long‑standing investment principles over unnecessary complexity. His approach emphasizes cost‑effective strategies designed to stand the test of time.
Brian cares deeply about helping plan sponsors navigate their responsibilities with confidence, supporting retirement outcomes that allow employees to retire with dignity.
Staten Island, New York
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