What made you want a career as a financial advisor?
I have a passion for helping people. I can’t imagine a more rewarding career than helping people make the most important financial decisions of their lives.
What do you love to do outside of the office?
I love spending time with my family traveling and attending my girls sporting events. Since my daughter Madi was born 16 years ago, my wife and I have always had our Saturday night date night. That is time I always look forward to every week.
What are your passions about in your personal life?
My family is the most important thing in my life. When I look back over my 30 year career, I can honestly say that I have never missed one piano recital, sporting event, or family activity. I am beyond grateful for that.. Outside of loving to spend time and travel with my family, I am an avid tennis player and cyclist. I really enjoy challenging myself mentally and physically when it comes to fitness.
What do you like best about being part of Crescent Wealth Partners?
That we are a family practice that for over 40 years has consistently put the needs of our clients first. We love what we do and we are honored to be chosen as the custodian and fiduciary of what our clients have worked so hard to accumulate. It is an enormous responsibility and one we take very seriously.
Fun to know:
Favorite Sport? Football
Best Vacation? Ireland
Cats or Dogs? Dogs
Beer or Wine? Wine
Memorable Experiences? Acts of kindness
Need To Know:
Brian earned his Bachelor of Arts from Wittenberg University, Certified Retirement Planning Counselor (CRPC) designation and holds series 65 and Insurance licensures. Brian is a financial advisor with over 15 years of experience and enjoys educating and guiding his clients to make good decisions and avoid mistakes.