Brian grew up in Central Massachusetts and resides in the Boston area. In May of 2025 he will become a graduate of Bentley University where he will have earned both his Bachelor of Science in Finance, with a concentration in Capital Markets, and his Master of Science in Finance, all completed within four years. During his time there, he was a member of the Men’s Lacrosse team.
As a dedicated member of the ProWealth team, Brian is passionate about building meaningful, long-term relationships with clients. He strives to provide comprehensive financial planning that promotes peace of mind, reduces financial stress, and empowers clients to make informed money decisions.
Brian’s interest in finance began early, inspired by his grandfather and father, who successfully ran a family business. While observing their work, he became particularly drawn to the financial aspects of operations. His formal education in finance started with a course at Cushing Academy, where he attended high school, ultimately leading him to Bentley.
Outside of financial services Brian enjoys skiing, golfing, and playing pickle ball. He spends summers with family and friends in Maine and stays active through working out and hiking with his dog.