A caring listener and problem solver, Brian is an invaluable resource and advocate for his clients. He prides himself in having open and honest conversations with his clients which puts them as ease that he understands their values and goals. An experienced Financial Advisor, Brian is passionate about helping families and businesses protect and grow their wealth.
Brian was born and raised in Pennsylvania. He received his undergraduate degree from Gettysburg College and his Masters degree from the University of Pittsburgh. As Brian began his career, he furthered his education and obtained the following designations to better serve his clients: LUTCF, CLTC. Brian founded Comprehensive Wealth Strategies, after many years in the financial industry, to be an independent, fiduciary full service firm, keeping his clients best interests in mind.
In his free time, Brian enjoys spending time with his two children, traveling, flying airplanes, going golfing, scuba diving, skiing, among many other things.