First Vice President - Investment Officer
(301) 798-6227 – Email
EDUCATION:Loyola University Maryland, Business Administration in Accounting
LICENSE(S):– Series 6, Series 7, Series 31, Series 63, Series 65– CA Insurance Lic. # 0B95878
With over 30 years of financial services experience, Brian serves a select group of individuals and families with their investment needs. He focuses on providing clients with individualized comprehensive investment plans and educating them every step of the way to help ensure they are comfortable with the plan developed together.
Brian has completed extensive training to become a Certified Financial Planner®. For this designation, he had to complete approved educational programs, pass rigorous examinations, and meet stringent experience requirements. Brian is also a Retirement Income Certified Professional, and he holds a Bachelor's of Business Administration with a concentration in Accounting. He strongly believes in giving back and staying involved in the community. He resides in Greenspring, WV with his wife Chargenia and daughter, Brianna. In his free time, Brian enjoys playing volleyball and basketball.
CA Insurance Lic. # 0B95878 Resident State: WV
RICP conferred by The American College
Offering our clients sophisticated wealth management strategies to grow, preserve and transfer generational wealth.
We offer objective advice for every phase of your life and guide you as you navigate your financial roadmap.
Wealth management strategies to grow, preserve and transfer wealth.
Providing our clients and their loved ones with objective and value-driven financial guidance.
29 North Liberty Street
The Dajhana Building
Cumberland, MD 21502
(800) 935-6976 (toll free)
(301) 798-7669 (main)
(301) 798-9641 (fax)
BrokerCheck is a free tool to research the background and experience of financial brokers, advisers and firms.