Brian is responsible for managing Wilon client relationships and helping direct the firm’s business development initiatives. As a Certified Wealth Strategist, he is focused on helping clients make wise financial decisions and putting them on a path to achieving the things most important to them. This includes applying his experience to help break down the complexities of financial planning to ensure clients feel comfortable and confident in their wealth goals. Additionally, Brian’s passion and experience in real estate investment is a valuable asset to Wilon clients. Before becoming a Wealth Advisor in 2012, Brian worked in finance and retail banking for well over a decade. Prior to joini