While many things motivate Brian from day to day, hearing from retired clients as they describe trips, cruises, or excursions ranks near the top. He says, “When clients express how much they appreciate what we do for them . . . receiving their thanks for making it all possible makes my job very fulfilling.”
Brian received his bachelor’s degree from Fordham University College of Business Administration in 1994. He continued his education and received his master’s degree, summa cum laude, from New York Institute of Technology. He credits his excellent finance and economics professors for piquing his interest in the field.
Brian works closely with clients to help them prioritize their goals and create effective financial plans that will enable them to achieve their goals. He also enjoys helping clients better understand how to manage their portfolios through education. Brian takes great pride in enabling clients to enjoy the fruits of their labor by maximizing their financial circumstances.
One of Brian’s greatest memories was working from the early morning well into the evening over the course of several weeks. While it might not sound like the making of a great memory, it involved helping nearly one hundred current clients understand a new pension benefit and incentive package their company was offering. After reviewing the offer, Brian helped each client understand his or her options. Many clients who thought they would not be able to retire for years did in fact retire. Now, over fifteen years later, they are continuing to enjoy their retirement to the fullest.
Brian is also highly active in the community. He has served as a member of the Callicoon Town Youth Board and the Benevolent and Professional Order of Elks, and he is a founding member and former treasurer of the Sullivan County Chapter of Ancient Order of Hibernians. He volunteers his time as a coach for youth soccer, softball, and basketball and serves as a Sunday school teacher and church lector.
When not volunteering or playing/watching sports, Brian enjoys spending time with his family. He can usually be found outdoors with his son, taking part in activities with his daughter, or enjoying a nice dinner with his wife. Brian also supports several organizations including Wounded Warriors, Sloan Kettering Cancer Center, and Catholic Charities.