Brian has over 25 years of experience in the investment industry. After years in Insurance and Investment firms, as well as managing a bank Trust department, Brian brought this extensive experience to Navigen Wealth Management, where he has been a Senior Vice President since 2012. Brian brings the knowledge to assist families with all aspects of financial planning, investment allocation, arrangement and execution of trust agreements, charitable foundation matters, and estate planning processes. Brian has a passion for providing individual solutions tailored to each client, each solution being unique and original. He enjoys the long lasting friendships he has been able to de