Brian Tegnander is passionate about empowering clients through financial education. He believes that helping individuals understand their portfolios is a collaborative and hands-on process. By working closely with clients to identify their priorities and develop tailored financial strategies, Brian helps them make informed decisions that align with their long-term goals. His approach focuses on optimizing financial potential so clients can fully enjoy the rewards of their hard work.

Building strong, lasting relationships is at the heart of Brian’s practice. Outside of his professional life, he values quality time with his family—his wife, Lynn; their children, Morgan, Allie, and Sean; and grandchildren, Rori and Emma. 

Brian is also deeply committed to giving back. He actively supports several charitable organizations, including Memorial Sloan Kettering Cancer Center, the Marine Corps Scholarship Foundation, and the Semper Fi Fund.