Client Services Associate
Brian is a customer service associate and interfaces daily with our clients and our custodian, TD Ameritrade Institutional. In his role, he is responsible for new account setup, account transfers, rollover processing and operational activities at the firm. Brian loves building relationships with clients and colleagues, and his super-power is expert troubleshooting client concerns.
Brian worked in the financial services industry for a number of years supporting CFP's, estate planning and elder law attorneys with their clients. He began his career in financial services over a decade ago working for AXA Advisors providing product solutions including investment and insurance planning.
Prior to being in the financial services industry, Brian spent over 20 years as a finance manager for a family owned publishing business. He holds a BA in Finance from American University.
Brian is married with two adult children and lives in Long Island. When he's not in the office, Brian spends time with family, mountain biking, snow skiing and gardening.