Brian joined Boston Harbor in 2021 and has been in the financial planning business since 1998. He enjoys building ongoing relationships and helping people design their financial future through investment and risk management, retirement, estate and insurance planning. What he enjoys most is seeing firsthand the positive impact that comprehensive financial planning can have on families’ lives. By taking a long-term approach to working with clients, he helps them plan and pursue their goals over time.
As a Financial Planner, Brian works with individuals and families to help quarterback their financial planning by collaborating with his clients’ CPAs, attorneys, and other advisors to create total integration and maximum efficiency within their financial lives. Brian’s ultimate goal is to help paint a clear picture for achieving his client’s goals and objectives.
As a Certified Family Business Specialist (CFBS), Brian specializes in serving the complex needs of business owners by helping them create a roadmap with their personal financial planning and prepare for the eventual transition out of their business and into the next stage of their lives. Additionally, he helps craft strategies for each organization’s executives, managers and employees to assist in attracting and retaining top talent, as well as enhancing employee benefits.
As a Chartered Special Needs Consultant (ChSNC), Brian works with families that have children and adult children with various disabilities and who face unique challenges. He focuses on helping them navigate through both their personal financial planning, as well as the Life Care Planning for their dependents with special needs. He has helped hundreds of families by providing education, resources and financial strategies through a process that encourages ongoing communication within the financial, medical and social communities.
Brian received his BBA from Kent State University where he was a member of both the Ice Hockey and Lacrosse teams. He also was honored to have the opportunity to play hockey as a member of Team USA. He currently holds his series 6, 63, 7 and life/health/annuity licenses along with the CLU, ChSNC and CFBS Designations.
A lifelong Clevelander, Brian currently resides in Avon Lake, Ohio with his family. In his free time, Brian enjoys spending time outdoors and coaching his children’s numerous sports teams. He’s also an avid Browns, Indians and Blue Jackets fan.