Brian has been in the financial services industry since 1997 providing investment strategies and risk management solutions in the Tri-State area. He is securities registered as well as being a licensed agent for life insurance. Brian is also a registered principle and an investment advisor representative. Brian graduated from William Paterson University with a B.S. in finance and economics.
He started his career with Morgan Stanley in October of 1996 in the Fairfield, NJ office. Brian spent 7 years with Morgan Stanley holding various responsibilities. He was the assistant branch manager and also had the responsibility of running the training program for new financial advisors.
In 2004, Brian was recruited from Morgan Stanley by Oppenheimer and Co. in Florham Park, NJ. Brian spent 3 years at Oppenheimer having similar responsibilities as he did with Morgan Stanley.
In 2007, Brian left Oppenheimer to start his own independent financial advisory practice with Northern Advisory Group. At Northern Advisory Group, Brian strives to provide clients with conservative investment strategies that result in predictable reasonable returns.
Brian has 2 children: Ellie Rose and Carly Ann. He and his family reside in Morris County, NJ.