For Brian, good planning starts with listening. Before any recommendation, he wants to understand what a client is working toward, what keeps them up at night and which decisions are already on the horizon.
From the studio and the sidelines
Brian's path to financial advising runs through the television studio, the classroom and the lacrosse field. After earning a bachelor's degree in Communications at Hofstra University, he began his career in broadcast television, working on high-profile events from the World Series and the NHL and NBA Finals to major news events across many networks. He was there at the beginnings of the Fox Business Network, where his path into the financial world began.
Coaching became another lasting passion. While earning his Master of Science in Leadership at Rosemont College, Brian built the school's men's lacrosse program from the ground up as its first head coach. He also holds a Master of Arts in Teaching from Walden University.
Those experiences carry into his work with clients today: explaining complex decisions clearly, preparing for what lies ahead and building a plan as a team. Brian has worked in financial advising for more than eight years and most enjoys working with a variety of clients from diverse backgrounds.
Who Brian works with
Brian's clients are at very different points in life, but they share a desire to make thoughtful decisions with a clear view of the whole picture. He helps them solve problems that many do not even realize they have.
- Young professionalsBuilding a foundation with workplace benefits, saving and investing.
- Growing familiesPlanning for children, protection and the goals that come with a larger household.
- Pre-retireesPreparing for the transition from paycheck to retirement income.
- Business ownersCoordinating personal planning with the value and future of the business.
- EmployersRetirement plans and benefits designed to help attract, reward and retain key people.
How Brian works
- Understand what matters. Every engagement starts with a deep focus on your personal priorities, pressing questions, core values and upcoming life choices.
- Coordinate the moving parts. Investment portfolios, retirement income streams, asset protection and wealth transfer plans are aligned into a comprehensive roadmap.
- Build and adjust the strategy. That full-picture understanding translates into clear action steps, with regular refinements as economic shifts and life transitions occur.
To help every detail work in harmony, Brian collaborates closely with CPAs, estate attorneys and other professionals to keep your broader financial picture aligned.
Education
- Master of Science in Leadership, Rosemont College
- Master of Arts in Teaching, Walden University
- Bachelor of Arts in Communications, Hofstra University
Outside the office
Brian grew up in Northern New Jersey, graduating from Seton Hall Prep before heading off to Hofstra University and many adventures. He has traveled internationally and lived in several areas of the United States. Today he lives in South Salem, New York, with his wife, Nicole, an entrepreneur and CEO of Forlanya, and their three children, Alessandra, Jack and Olivia. He continues his passion for lacrosse as a coach with Team 91 Tristate and John Jay Youth Lacrosse.
