Senior Partner
With over 10 years of experience, Brian works with individuals and families to help them reach their retirement and financial goals through sound investment and insurance advice.
Brian’s specialty within the The Rockland Group – Wealth Management, LLC team is to focus on retirement benefits in tax sheltered plans working primarily with nonprofit organizations, charter schools, and public educators.
Since starting with Equitable Advisors in 2008, Brian has achieved several company awards. Equitable has recognized him for his annual production milestone of National Leaders Corps (NLC) and Top of Class in 2013 and 2016. In 2019, he was presented the Centurion award.
From 2012 to 2016, Brian served a Divisional Vice President of Equitable Advisors in the Philadelphia Branch. While in this role, he was in charge of recruiting, developing, and coaching new associates on how to efficiently organize their practices.
Brian resides in Bethlehem, PA with his wife, Tara, their son, Shepard, and their Boston terrier, Preston.
Professional Designations/Registrations:
FINRA Licenses: Series 7, 66
Registered in: PA, DE, FL, KS, LA, ME, OH, VA & NJ
Life & Health Licenses: PA, DE, FL, & NJ
Degrees/Education:
Kutztown University - Graduate with Honors
Industry Awards:
National Leader Corps (NLC)
Top of Class 2013, 2016
Centurion Level