Brian sums up his investment style as personalized financial planning designed to meet each client’s goals. He has an extensive background in financial services and is highly regarded locally as an expert in value investing.
His approach involves a thorough needs analysis followed by a mutually agreed upon action plan. He continually reviews progress with his clients in an ongoing effort to provide a high level of service.
Brian has a Master’s degree from Brockport College and lends his expertise to many local charities. He lives in Fairport with his wife Bonnie and their two children.
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