Brian began his more than 15 year financial services career at Ernst & Young, LLP where he became a Certified Public Accountant. This experience served as the foundation for a successful transition to Merrill Lynch in 2002 where Brian began providing investment advice and wealth management services to affluent investors, while earning his Certified Financial Planner designation. Having a strong work ethic, an entrepreneurial spirit and a dedication to serving his clients, Brian has been able to build a successful wealth management practice that began more than 14 years ago. Brian’s focus for the firm is to construct investment solutions that balance the unique risk profile and return