Our Qualifications

Born and raised in the Pittsburgh metropolitan area, Brian has been working with individuals and businesses in the financial service industry for nearly 30 years.

He graduated in 1982 from the University of Pittsburgh School of Engineering. Brian began working part time in the financial services industry in 1984 while working as a digital design engineer for Union Switch and Signal Corporation. He holds many equipment patents for the transportation and railroad industries. He is an avid classic car collector as well as a professional skier. After a short part time career, Brian decided that he was well suited to use his engineering skills to assist clients with their financial goals.

He is dedicated to developing lasting relationships with all his clients. We will help you assess your financial goals and participate in the management of your finances.

One of the benefits of working with him is the ability to provide clear, easily understood explanations of financial products and services. The personalized program that he provides can be used as a fundamental strategy to working toward a more sound financial future.

Brian is looking forward to using his expertise to help you pursue your financial goals.