Brian is a graduate of Western Connecticut State University where he earned a degree in Business. He resides with his wife, Jenelle, and their three daughters in Wilton, Connecticut. Brian is an Eagle Scout Award recipient.  

Brian is a Managing Director - Investments at The Voyage Group of Wells Fargo Advisors and began his financial career in 2001. He built a successful practice as an investment planner by developing comprehensive skills in the areas of retirement planning, tax and estate planning strategies, insurance, employee benefits and corporate finance. 

He completed the rigorous three-year program required to earn his CERTIFIED FINANCIAL PLANNER™ certification in 2006. 

Prior to joining Wells Fargo Advisors, Brian managed the investment planning and corporate benefits services provided to the team’s clients. He was designated as a Morgan Stanley Corporate Retirement Director advising both qualified and nonqualified retirement plans for institutional clients.

Brian is a seasoned Retirement Plan Consultant with over 20 years of experience in designing, implementing, and managing comprehensive retirement plans. Proven
expertise in regulatory compliance, investment strategies, and client education. Dedicated to helping organizations and individuals achieve their retirement goals
through tailored solutions and strategic guidance

Sarah Man is a CERTIFIED FINANCIAL PLANNER® professional, Certified Divorce Financial Analyst® professional and Managing Director-Investments at the Voyage Group of Wells Fargo Advisors. She works with high achieving women and families, who want to build, preserve and transfer their wealth. Sarah’s approach focuses on identifying what clients want to accomplish with their affluence, helping to develop a customized roadmap for their financial success, managing their investments, and helping to ensure they leave the legacy they desire. She aims to help clients retire early and live the life they envisioned.

 Sarah earned her Bachelor of Arts degree in Economics, from the University of California, Berkeley, and was awarded a Juris Doctor Degree from Hastings College of Law in San Francisco. Although she is not currently practicing, her extensive legal background includes patent law, intellectual property rights, family law, real estate, banking, and insurance.

 She has been a guest on Tony Reno’s Coffee Break Chat on WICC600 and has written for the Hartford Business Journal. Most recently Sarah was honored as a recipient of the 2019 NY Women of Excellence Award from the NY Women’s Chamber of Commerce. She served as a Board Member for NY Women's Chamber of Commerce in 2020.

Sarah is married with four children and enjoys golf, tennis and entertaining at home. Sarah is fluent in both Cantonese and Mandarin.

 CA Insurance License Number: 0G13425. Resident State : CT

The use of the CDFA designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.

A graduate of Syracuse University, Brian earned his B.A. in Political Science and subsequently earned his Series 7 and Series 66 registrations along with his annuity and life insurance licenses. Residents of the area for over 40 years, he, along with his wife Susan and their two daughters live in Stamford, CT.

Prior to joining Wells Fargo Advisors, Brian worked as a Vice President, Wealth Management and Financial Advisor at Morgan Stanley Wealth Management and a Financial Advisor at UBS Financial Services. He began his career in Financial Services over 25 years ago with one of the “big four” accounting firms in the early 1990s. He then worked for the largest insurance brokerage firm in the world, as a reinsurance intermediary, placing hundreds of millions of dollars into the property and casualty reinsurance markets around the globe. Brian brings valuable experience and sophisticated strategies to clients by focusing on Asset and Liability Management, Retirement Planning, Estate Planning Strategies, Educational Planning, and Tax Efficient Investing for high-net-worth individuals, families, foundations and businesses. He utilizes his own, in addition to the firm’s asset allocation strategies, drawing from several sophisticated resources such as Wells Fargo Investment Institute* research.

CA Insurance License Number: 2126728 Resident State: CT

*Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

Sandra started her career in the financial industry in the summer of 2011 while attending university. After graduating, she joined Morgan Stanley and subsequently The Voyage Group of Wells Fargo Advisors full time to develop her passion for the Wealth Management career. Sandra has dedicated herself to helping individuals, families, and small businesses with everything from retirement planning, college planning to wealth preservation and charitable giving.  She takes the time to examine every element of a client’s financial life — including cash reserves, liability management, investments, employee stock options, insurance, estate planning strategies, and tax-efficient investing strategies.

She provides a high level of personal service to our clients and assist the team in producing Investment Plans to help clients create a wholesome picture of their financial standing. She also serves as the point of contact for the group. She leads the social media initiative to create new and innovative ways for us to connect with our clients.

Sandra earned her degree in Finance and International Business from Fairfield University. When she’s not helping clients, Sandra has a passion for travel, fitness and enjoys many outdoor activities including running, skiing, and hiking.   She often combines her love of philanthropy and voluntarism and serves as financial coach at The Woman’s Development Council as well as serves on the board of Lifting up Westchester.

CA Insurance License Number: 4282132. Resident State CT

Maria joined the Voyage Group in 2022 and has had experience in the industry with Wells Fargo & Company since 2020. As a Client Associate, her focus is on assisting clients during their investment planning and asset management experience. She is our first point of contact, handles many different service requests and keeps everything running smoothly. 

Maria earned her Bachelor of Science Degree in Business Administration from Southern Connecticut State University.  When she isn’t working you can find her spending time outside camping or hiking.  Maria resides in Stratford with her husband Christian and son, Oliver.