As founder and managing partner of Beacon Financial Services, Brian has over thirty-five years of experience in the financial services industry.
Brian is largely accepted as a leader in the retirement plan marketplace, a national contributor for Forbes Magazine's Money Column and frequently cited in publications such as The Wall Street Journal, US News & World Report, Fox Business, and The New York Times
FINRA Series 7, 6 63, 65, 26, 24 held through Kestra
Brian's Professional Specialties Include:
- ERISA 3(38) Fiduciary Advisor for 70+ retirement plans managing $391 Million in assets and 244 wealth management accounts totaling $143 Million in Assets.
- Providing services and solutions to employer-sponsored retirement plans
- Fiduciary support and consultation
- Investment selection and monitoring
- 401(k) Plan Design & Administrative Support
- Advisor to MLB players and an official NFLPA registered player financial advisor working closely with professional athletes helping them with money management.
Brian resides in Swedesboro, NJ with his wife and youngest son. In his free time, he enjoys watching his youngest son wrestle for St. Mark's High School. He also enjoys watching the Phillies/Eagles with his oldest sons, traveling with his wife, and spending summers at their beach house in Avalon, NJ.