Brian provides investment management and financial planning services to clients. His clients include executives of public and private companies, business owners, and retirees. Brian has more than 20 years of experience in investment management and personal financial planning. Since joining West Financial Services in 2001, he has held a variety of positions, including chief compliance officer, securities trader, network administrator, and portfolio manager.
Brian earned a BS in Business Administration with a concentration in Economics from George Mason University and is a CERTIFIED FINANCIAL PLANNER™ professional. Brian was recognized by Five Star Professional as a Five Star Wealth Manager1 (2019, 2016).
Brian enjoys spending time with his wife and daughter, playing golf, and supporting his hometown Cleveland sports teams.
Professional Affiliations and Members
Member of the Financial Planning Association and Washington Association of Money Managers.
1Five Star Professional: Five Star Wealth Managers
The Five Star Professional award program, managed by fivestarprofessional.com, conducts market-specific research throughout the U.S. and Canada to select reputable, specialized, and honest service professionals. Required eligibility criteria: (1) Credentialed as an investment advisory representative or a registered investment advisor (2) Actively employed as a credentialed professional in the financial services industry for a minimum of five years (3) Favorable regulatory and compliant history review (4) Fulfilled their firm review based on internal firm standards (5) Accepting new clients. Considered eligibility criteria: (1) One-year client retention rate (2) Five-year client retention rate (3) Non-institutional discretionary and/or non-discretionary client assets administered (4) Number of client households served (5) Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.