Focus and Why

It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies Brian uses to help keep you on course toward your objectives. You will continue to work together through the years to keep your investment strategies aligned with your goals and needs.

Brian found his calling to be a Financial Advisor at the young age of 17. His father passed away unexpectedly, which left his family to struggle because they did not have the proper planning. Today, Brian finds joy in helping people not only plan for the worst, but also helping them realize and accomplish their goals and dreams through planning.

Background and experience

Brian attained his Bachelor’s degree in Finance from the University of Miami. Immediately after college, Brian began his career in 2006 at Smith Barney, where he passed the FINRA Series 7 General Securities Registration, as well as his Series 66 Registration and Florida Health, Life and Variable Insurance licenses. He also earned the CERTIFIED FINANCIAL PLANNER or CFP®, practitioner designation from the College for Financial Planning. For this designation, he had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements. Further, Brian has continued his passion for learning by passing the Series 9/10 General Securities Sales Supervisor Exam.

In 2010, he joined Wells Fargo Advisors to take a team approach in providing personalized financial advice for individuals and families.

In 2024, Brian was listed on the Forbes America's Top Next-Gen Wealth Advisors Best-in-State for Florida list*.

Away from the office

Active in the local community, Brian volunteers for several local charities and is a member of Business Networking International. Born originally in Cherry Hill, NJ, Brian and his family moved to Jupiter, Florida in 1997 for the boating and great weather.Outside the office, Brian is an avid golfer and enjoys traveling with his wife Jenny and spending time with their dog, Napa.


*2024 Forbes Top Next-Gen Wealth Advisors Best-in-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.