With a background in organizational development and business strategy, Brian is a seasoned financial professional with a proven track record of driving growth and expansion in the wealth management industry. He career began in 1999 at Charles Schwab, where he assisted individual investors and families. Eventually, he recognized within himself a profound passion for building, leading, and supporting teams and organizations, and went on to serve in leadership roles at established financial firms such as Scottrade® Advisor Services, Wealth Enhancement Group, and Your Mental Wealth Advisors.
Today, Brian oversees our company’s Wealth Management division and is laser-focused on ensuring our Destiny team has all the resources and support they need to help our clients – individuals, families, and entrepreneurs – fulfill their life and financial goals.
A Florida native, Brian holds a master’s degree in leadership and organizational development from Saint Louis University. He also serves as Chairman of the Pet Alliance of Greater Orlando board and is part of the Leadership of Winter Park, Alumni (Winter Park Chamber of Commerce). He, his family, and dogs live in Winter Park, and he enjoys outdoor activities including hiking and golfing.
Get to know Brian
- What’s your favorite food? Steak, Italian, Sushi, and chicken wings when my wife lets me.
- What is the best financial advice you received: Pay yourself first, live within your means, and spend money on moments, not things.
- Favorite quote: ‘Individual commitment to a group effort – that is what makes a team work, a company work, a society work, a civilization work.” Vince Lombardi
- If I could meet anyone, past or present, it would be: It’s too hard to name one, but singer-songwriter Jackson Browne, and although I’m a Cubs fan, I would have loved to meet the late Saint Louis Cardinals great Pitcher Bob Gibson. I admire Jackson Browne’s music and ability to use music as a platform for social change. I would love to hear about his songwriting process and life experiences. As for Bob Gibson, being a big baseball fan, his legacy of toughness, resilience, and determination on the baseball field has always resonated with me.
- What motivates you: Seeing the results of building a business, a team, and a culture while creating raving fans as clients.
- Name something on your bucket list: Hike the entire El Camino in Spain (Again).