Brian is a leader of our Private Wealth Solutions team and specializes in intergenerational wealth strategies, risk mitigation & management, investments management solutions, and estate & charitable planning for affluent families and business owners. Brian works out of our West Palm Beach office.

Brian also predominantly focuses on structuring and implementing Private Placement Life Insurance (PPLI) for mass affluent individuals and family offices, giving them the ability to invest on a tax-deferred basis, subject to applicable tax laws, while building contractual liquidity and potentially enhanced estate planning efficiency, which may support multigenerational wealth transfer objectives.

Brian started with the organization in 2018 after graduating from Boston College. During his time at BC, he played on the Men’s Division-1 baseball team and went on to get drafted in the Major League Baseball Draft by the Minnesota Twins and play as a professional. He also played for the Toronto Blue Jays organization.

One of Brian’s highest honors was being named the prestigious Harmon Killebrew Community Award winner in 2019, for his leadership and dedication to serve others.

Brian earned his Chartered Financial Consultant® (ChFC®) designation from The American College of Financial Services, as well as his Accredited Estate Planner® (AEP®) designation from the National Association of Estate Planners & Councils.

Brian is an avid sportsman who now loves playing golf, padel, and tennis. He lives in West Palm Beach with his wife Bella and daughter Blair.

CA Insurance License #0K55781
AR Insurance License #16919644