Brian is a Retirement Income Specialist with over 25 years of financial industry experience. He helps individuals, families, and small business owners prepare for and transition into retirement using the proprietary Advance Time Segmentation™ strategy. Brian helps reduce financial anxiety by helping to simplify the planning process and giving clients a clear, confident path into retirement while helping them stay on track throughout their lifetime.
Brian began his career at Merrill Lynch at age 21. He holds Series 7, 63, and 65 registrations, along with his Life and Health insurance license. He and his wife Judy, married for 25 years, have four sons and live in Ponte Vedra Beach, Florida.
Brian is a Registered Representative and Advisor Representative of Cetera Wealth Services, LLC.