Brian was born and raised in Baltimore County. At nine years old, his life changed dramatically when his mother suddenly suffered a stroke. Going from a dual to a single income household was challenging, but it equipped Brian with an insight into how life and financial situations can suddenly change. Learning independence (e.g., cooking meals, cleaning/ironing clothes, and budgeting money) at a young age led him in search of a career where he could help others.
His path became clear at Loyola University Maryland when he was accepted into the student-managed Sellinger Applied Portfolio Fund class. There, he was given the opportunity to actively manage a $500,000 grant and gain experience in asset valuation, risk management, and portfolio diversification. Brian graduated cum laude with a Bachelor of Business Administration degree in finance with a minor in information systems.
Following college, he joined T. Rowe Price as a mutual fund accountant and quickly climbed the corporate ladder to a senior fund accountant role. However, realizing his true passion is helping people achieve their financial goals, Brian chose to join Williams Asset Management as an associate financial planner in 2016. Determined and eager to further help clients meet their financial goals, Brian earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in April 2019.
Brian currently resides in the Canton neighborhood of Baltimore City with his girlfriend, Cameron. When he is not helping clients plan for their retirement, Brian likes to stay fit and active by going to the gym and playing golf on the weekends. Also, being from Baltimore, Brian enjoys sitting down with either friends or family and eating steamed crabs. If you ask him where is the best place to get crabs in the greater Baltimore area, his response would be Bird River Inn & Crab House, a quaint crab house located in Middle River.
Paladin Registry is an independent, educational resource designed to help investors who rely on financial advisors and financial planners to help them accumulate and preserve assets for retirement. Since 2003 Paladin Registry has been providing retirement planning resources as well as information to assist finding a financial advisor or finding a financial planner. Paladin Registry has been featured in Kiplinger, Business Week, Forbes, The Washington Post, Yahoo Finance and has been seen in numerous other leading financial news and information websites.
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