Brian has been with CFCU Wealth Management since 2024. He began his career in the insurance and investments industry in 1997 and has since held various roles providing financial services. In 2012, Brian transitioned from working for large banks to a credit union, where he discovered the unique advantages of the credit union model. His philosophy revolves around serving credit union members and prioritizing their needs at all times.
As a Wealth Advisor at CFCU Wealth Management, Brian leverages the extensive resources at his disposal to deliver experienced financial advice customized to his clients. He takes a holistic approach, simplifying complex financial concepts into clear, understandable strategies. Brian holds Series 7 and 63 securities registrations through LPL Financial, along with various insurance licenses.
Personal Bio
Brian resides in Fayetteville, NY, with his wife and two children. A lifelong resident of the Syracuse area and a proud graduate of Syracuse University, he is an avid supporter of the Orange. When not working, Brian enjoys the diverse outdoor activities Upstate New York offers, including skiing, hiking, kayaking, hunting, fishing, camping, and running. Whether cheering on his favorite team or exploring the great outdoors, Brian is passionate about his family and the community.