BS Degree in Finance, Rutgers University
Brian began his career with American Express Financial Advisors (AEFA) before joining MFG Investments. His commitment to excellence in the Wealth Management industry is evident by the long-term relationships he builds along with the continuous advancement of his education to provide the highest level of advice and client service. Brian has earned both the Certified Financial Planner ™ and Chartered Financial Consultant® designations.
Brian’s specialty involves creating your “Pre-Retirement Investment Strategy” to help you achieve your Retirement Savings Goal as well as creating a “Specialized Retirement Income Plan” once you have reached the goal of retirement. Brian provides detailed financial planning strategies that are very Tax Efficient for his clients.
The successful foundation of every financial situation begins with the end in mind. As a CFP®, Brian conducts a thorough examination of your overall financial picture to determine the importance of your goals, priorities, or concerns. Prior to making any recommendations, this approach is designed to help educate you in understanding what is best for your own financial situation. You can then make the decision whether to implement the plan on your own or hire us to help you with your journey.
Brian provides Wealth Management services for Actively Managed Investment Portfolios, 401k plans for small and mid size companies, and designs Comprehensive Financial Plans for families, executives and business owners.
Brian currently resides in Medford, NJ along with his wife Susie and their three children, Cullen, Cole, and Aubree.