Brian's Mission Statement

My mission is to help my clients achieve their financial goals by providing them innovative comprehensive financial advice, sound asset management and superior client service.




Brian's Responsibilities and Commitment:

  • Provide specific strategies designed to put you in the best position to achieve your financial goals
  • Meet with you at least twice annually 
  • Continue to seek out ways to help improve your financial picture
  • Explain planning concepts in a manner easy to understand
  • Take responsibility to resolve issues regarding your investment accounts held with Brian
  • Be available as a resource on all financial issues
  • Make it easy to do business with Brian
  • Return your phone calls and emails in a timely manner
  • Respect your confidences
  • Value your business



All Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary.  Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.