Brian is a CERTIFIED FINANCIAL PLANNER professional, a Certified Private Wealth Advisor® designee, and a Certified Exit Planning Advisor who specializes in helping business owners navigate their financial lives — including investment selection, risk management, estate planning strategies, succession plans, and retirement options. As a business owner who went through a successful business transition when purchasing CCMI in 2017, Brian is uniquely positioned to share insights with other business owners. As a husband and father, he understands his clients’ need to design plans that secure and protect their family’s future, as decisions made today often affect multiple generations of wealth.