Brian is a leader of our Private Wealth Solutions team and specializes in investment management solutions, private placement life insurance, intergenerational wealth strategies, estate and charitable planning, business planning, employee benefits, risk mitigation and management, lending and liquidity solutions, and business succession planning.

Brian joined our practice in 2018, following graduation from Boston College. During his time at Boston College, he played on the Men’s Division I baseball team. He was drafted by the Minnesota Twins in the Major League Baseball Draft. He played for the Twins and the Toronto Blue Jays during his professional baseball career. Brian was named winner of the prestigious Harmon Killebrew Community Award for his leadership and dedication to serving others in the community, one of the highest honors of his baseball career.

Brian is a passionate sportsman. He loves to play golf, padel, tennis, and loves to travel. He currently lives in West Palm Beach, Florida with his wife Bella and their daughter, Blair. He serves clients from our Palm Beach office.

CA Insurance License #0K55781
AR Insurance License #16919644