Brian has worked in the financial services industry for more than 20 years and has focused his practice on clients ranging from individuals to organizations and businesses. The most rewarding part of Brian’s career has been working with multiple generations of families and watching them grow both ...more

Brian has worked in the financial services industry for more than 20 years and has focused his practice on clients ranging from individuals to organizations and businesses. The most rewarding part of Brian’s career has been working with multiple generations of families and watching them grow both personally and professionally. The relationship Brian has built with his clients is his favorite part of his role as an adviser. Prior to joining Confluence as an investment adviser representative, Brian spent time at Huntington Bank as a Portfolio Manager within their trust department. Most recently, he was with Oppenheimer as a Senior Portfolio Manager.less