Brian is an investment and insurance advisor endorsing a team approach with his clients, an approach that enhances each team member’s ability to serve their clients’ best interests.

Dave LeGaultCGA

Professional, honest, trustworthy, friendly. These are just some of the words that come to mind when I think about Brian. His attention to detail and expertise in the financial world are very comforting. He is not the first advisor I have ever dealt with but he surely will be the last. I recommend his services to anyone and everyone I can.

Tom CahillCahill Solutions

Brian is an intelligent, dedicated and caring Individual. I have been consistently impressed over the years by both Brian's attitude towards his work and his compassion in helping people plan their financial futures. He has a fantastic personality and great communication skills. I highly recommend him to anyone who requires a Financial Advisor.

Catherine EvelCMP

It has been my pleasure to work with Brian as a volunteer with the Burlington Community Foundation. Brian's passion and commitment to local philanthropy and to his clients is truly inspirational.

Paul Subjectentrepreneur and philanthropist