In 2008, after 24 years as a self-employed business owner, Brian decided to shift his career focus toward his true passion - providing individuals and their families with the advice and coaching needed to help them achieve their immediate and long-term financial goals.
By combining his own background with the experience of the team of professionals assembled around him, Brian strives to help clients reach financial independence. This is achieved by designing comprehensive strategies for each client that aligns with their own unique set of circumstances.
Brian is continually building relationships with other professional financial representatives to help grow his team. With over 12 years of experience in financial services, Brian keeps up with the ever-changing rules and regulations within the financial services industry to help make sure his clients are receiving the best advice and doing what’s in the best interest of his clients.
Brian maintains a FINRA securities license as well as life and health insurance licenses. Brian is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely by, Equity Services, Inc. He offers securities in NJ and PA, and is also insurance-licensed in NJ and PA.