About Brian

With a decade of experience in the financial services industry, I am a Wealth Management Advisor at TIAA. I feel that there is a gap in our culture around financial literacy and proper planning to achieve financial goals. I pride myself on my abilities to help to educate my clients so they can better understand how to achieve their financial goals through comprehensive planning. I specialize in comprehensive wealth management, including retirement planning, legacy planning, and risk management. I reside in New Jersey with my wife, Peggy, and our two children. In my free time, I enjoy playing golf, coaching my son’s baseball team, and spending time with my family at the lake. Prior to my career in financial services, I served in the United States Navy for four years and spent three of those living abroad in Italy. Being a veteran myself, I support veteran organizations.