Brian has more than 17 years of experience providing financial and wealth management advice and services. Brian is a CERTIFIED FINANCIAL PLANNER Certificant, a designation awarded to him in 1999 by the Certified Financial Planner Board of Standards. A graduate of Tufts University and Cleveland Marshall College of Law, Brian joined Merrill Lynch in 1991. He specializes in financial planning, estate planning issues and professional money management, with an emphasis on working with families, small business owners and professionals. In addition, Brian provides services to business owners and professionals in areas relating to business retirement plans and succession planning.
"Utilizing a comprehensive wealth management strategy, each client receives personal attention enabling me to address and discuss each clients' respective needs and objectives."
Brian lives in Solon, is married to Diane and they have two children.
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