He helps clients develop their retirement plan utilizing Secure Money Advisors’ comprehensive five-step approach. Brian continues to guide clients through their retirement using Secure Money Advisors’ 4-1-1 Servicing Model.
A 1999 graduate of Robert Morris University, Brian is a member of the National Ethics Association and has trained under America’s IRA expert, Ed Slott. Brian has a Series 65 securities license, as well as Life, Accident and Health licenses. Registered as an Investment Advisor Representative, he adheres to the fiduciary standard.
Brian is a sought-after retirement planning expert in all realms of media. His radio show, Retirement You Radio, airs Saturday mornings on 94.5 3WS as well as local stations. His television show, Retirement You TV, airs weekends throughout the region.
Brian and his wife, Katie, have two sons, Maddox and Braden, and reside in the Wexford area. He enjoys spending time with his immediate and extended family and has a number of hobbies to keep him busy, including flying model planes, reading, and staying active.