Meet your financial specialists.

Brian’s mission is to enhance each client’s experience with SWP by providing thorough, friendly administrative support. As the liaison between the clients and their custodians, Brian works to ensure all requests are properly executed and any opportunity for improvement is identified.

Brian is passionate about developing relationships with clients based on competence and responsiveness. He believes in the collaborative culture at SWP to develop solutions aligned with the client’s best interests at all times. Brian is driven by the feeling of helping to make clients’ lives a little easier.

While working at another local wealth management firm, Brian developed an enjoyment for helping people navigate their financial needs. As an Operations Associate, Brian developed a deep understanding of the administrative landscape between the client and custodian, and a high level of accuracy in the work he does for clients.

Brian is a live music fanatic, attending at least a dozen shows per year. He also enjoys playing intramural sports – such as softball, kickball and bowling – and traveling to new places. His favorite city so far is Munich, which he explored while on a three week long European trip with his friends.

Education