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. He holds a Series 65 securities license, as well as Life, Accident, and Health license, and adheres to the fiduciary standard as an Investment Advisor Representative.
Brian is a recognized retirement planning expert, hosting Retirement You Radio and Retirement You TV. He resides in Wexford with his wife, Katie, and their two sons, Maddox and Braden. In his free time, Brian enjoys family activities, flying model planes, reading, and staying active.