Brian founded the firm in 1996 and currently serves as the managing director and chief investment officer. A graduate of Thomas College, he has been a financial adviser since 1989. He specializes in comprehensive multi-generational wealth management for affluent families. His wealth management articles have been published in Downeast Magazine, Maine Biz, Maine Seniors and Forbes
Most recently, he was named to the Forbes Best in State Wealth Advisors list for Maine* and to LPL’s Executive Council for the fourth consecutive year.** In 2006, he was honored as the Mid-Maine Chamber of Commerce Business Person of the Year.*** In 2026 he and his wife Amy were honored by the Chamber with the Distinguished Community Service Award
He currently serves on the board of The Maine Community Foundation. In addition, he serves on the Investment Advisory Committee for Jobs for Maine Graduates.
He has previously served on the boards of the Alfond Youth and Community Center Founder’s Club, the Thomas College Board of Trustees, Mid-Maine Chamber of Commerce, the Belgrade Lakes Association, the Belgrade Lakes Business Group and the Inland Hospital Foundation and was the founder of the Maine Majestix Field Hockey Club in 2006.
Brian lives on McGrath Pond in Belgrade with his wife Amy and together they have three children Katie, Kristy and Jack and granddaughters Charlotte and Ellie. When not working, he enjoys boating, waterskiing, mountain biking and hosting friends and family at the lake in the summer... and skiing and snowshoeing at their Sugarloaf camp in the winter.