CPFA, AIF®, QKA
Brian leads a highly qualified team and oversees the retirement plan governance and fiduciary responsibilities for his clients, along with their administration, operations and design. He has more than 20 years of broad experience working in retirement solutions, including managing plans for large, multi-hundred-million-dollar corporations as well as small businesses. Brian supports his clients by designing customized retirement plans that are focused on specific goals and needs. He also shares his knowledge through employee education programs to help plan participants navigate saving for retirement. Brian enjoys playing sports in his free time, and managing his son’s travel baseball team. He and his wife also have twin daughters.
- BA, Stockton University
- Accredited Investment Fiduciary®
- Qualified 401k Administrator
- Certified Plan Fiduciary Advisory
Brian is located in our Warren, NJ office.
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Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. Warren, NJ office advisors are not affiliated with LPL Financial.