CFP®, APMA®, CRPC®
Advisory Services General Manager
Since 2000, Brian has helped clients understand, define, and achieve their investment and financial planning goals. With RCA, he helps clients invest their assets over the long-term by building trust-based relationships rooted in collaboration, education, and respect.
Originally from Massachusetts, Brian and his family live in Symmes Township.
Education & Professional
BA in Economics, St. Lawrence University; CERTIFIED FINANCIAL PLANNER™ professional; Accredited Portfolio Management Advisor™ professional; Chartered Retirement Planning Counselor™ professional.