Regional Sales Associate
Brian began his career in wealth management in 2014. Prior to joining Mercer Advisors, Brian worked at two registered investment advisory firms managing client relationships and providing portfolio management services to his clients. Brian is passionate about facilitating the sales process and sharing with potential clients the value that Mercer Advisors provides. Brian is a native of the Washington, D.C. Metro area and enjoys traveling, The Washington Redskins, and spending time with family and friends. He graduated from Virginia Tech with a degree in Finance, with a concentration in financial planning, and currently holds a FINRA Series 66 License. In addition, Brian is a CERTIFIED FINANCIAL PLANNERTM professional.