Brian is the president of West Financial Services and a relationship manager, specializing in tax-efficient investment management, retirement planning, estate planning, and education planning. His clients include business owners, retirees, and executives of public and private companies. Since joining WFS in 2001, he has served in several roles, including securities trader, portfolio manager, relationship manager, chief compliance officer, and chief operating officer. Brian is currently a senior vice president of Sandy Spring Bank, the parent company of WFS, and serves on the bank’s Investment Committee. Brian earned a BS in Business Administration with a concentration in Economics from Ge