With a background in organizational development and business strategy, Brian is a seasoned financial professional with a proven track record of driving growth and expansion in the wealth management industry. His career began in 1999 at Charles Schwab, where he assisted individual investors and families. Eventually, he recognized within himself a profound passion for building, leading, and supporting teams and organizations, and went on to serve in leadership roles at established financial firms such as Scottrade® Advisor Services, Wealth Enhancement Group, and Your Mental Wealth Advisors.
Today, Brian oversees our company's Wealth Management division and is laser-focused on ensuring our Destiny team has all the resources and support they need to help our clients – individuals, families, and entrepreneurs – fulfill their life and financial goals.
A Florida native, Brian holds a master’s degree in leadership and organizational development from Saint Louis University. He also serves as Chairman of the Pet Alliance of Greater Orlando board and is part of the Leadership of Winter Park, Alumni (Winter Park Chamber of Commerce). He, his family, and dogs live in Winter Park, and he enjoys outdoor activities including hiking and golfing.