Brian works with clients who are new to MWA to develop financial planning strategies for individuals, families, and business owners. His expertise encompasses many aspects of financial planning including cash flow, investment, tax, risk management (insurance), retirement, and estate planning. His experience includes individual security recommendations, forecasting company earnings and financials, monitoring macroeconomic trends, and presenting investment ideas to institutional investors. Brian has been in the industry since 1993 and has been quoted in numerous financial publications including S&P Global Intelligence, Investor’s Business Daily, and American Banker. Brian holds a Bachelor’s degree in Business Administration and a Master of Business Administration degree with a concentration in finance from the Sellinger School of Business and Management of Loyola University in Maryland. He is a Chartered Financial Analyst® and holds the Series 6, 7 and 65 securities registrations.
Education and Certifications
Bachelor’s in Business Administration from Loyola University Maryland
Master of Business Administration with concentration in Finance from Loyola University Maryland
Series 6,7 and 65 registered
Baltimore CFA® Society