Director of Retirement Plan Services | AIF®, CRPS®
Brian entered the retirement plan market in 1994 and has been working with employers and plan participants since. He realized at the early stages of his career that he enjoyed helping people and saw that working in the retirement services field gave him the ability to reach a broader audience. In his current role of Director of Retirement Consulting, Brian delivers consulting and advisory services designed to deliver retirement plans that are results oriented, cost-effective, and maintain fiduciary compliance.
Prior to joining Confluence Financial Partners, Brian worked as a Senior Retirement Plan Consultant at a prominent regional retirement consulting firm. In addition, he spent a number of years in a retirement sales leadership role for Principal Financial Group in Pittsburgh. Brian earned his B.S. degree in Business Administration from Waynesburg University. Brian holds Series 7, 24, 63, and 65 professional licenses in addition to Life, Health, and Variable Annuity licenses. Brian maintains his Accredited Investment Fiduciary designation as well as the Certified Retirement Plan Specialist designation.
Brian is a native of Pittsburgh, growing up in the South Hills where he currently resides with his wife Sharon and their two dogs. As a new empty nester, Brian fills his recently found downtime being physically active, biking, golfing and following Big 10 sports.