As a founding partner of the Pillar Group, Brian’s career in financial services began in 1995. His practice focuses on comprehensive financial planning for affluent individuals and small to medium size businesses.
Brian began his career with UBS Paine Webber where he developed expertise in investments and retirement planning. Since then, he has expanded his professional activities to include estate planning, business planning, and corporate benefits. Through a tailored customized approach, he partners with professionals advising business owners on developing financial strategies to achieve both corporate and personal financial goals.
Brian holds a certificate in *Retirement Planning from the Wharton School of Business where he studied advanced retirement planning concepts. In addition, Brian has successfully completed advanced learning curriculum on asset allocation and wealth management strategies from Harvard University. He is a member of the National Association of Insurance and Financial Advisors (NAIFA), as well as a qualifying member of the Million Dollar Round Table. Brian has been honored by Equitable Advisors with The Hall of Fame Medal for qualifying ten times in the National Leaders Corps. He is a recognized business leader who has received numerous performance and quality service awards from Equitable Advisors. Brian has been recognized by Equitable Advisors as a top advisor in the company.
Brian holds the following registrations with the National Association of Securities Dealers (NASD) through Equitable Advisors: the General Securities Representative (Series 7), Uniform State Law, and Registered Investment Adviser license. He also holds Life and Health insurance licenses in multiple states.
Brian grew up in Jericho, NY, and currently lives in Wayne, NJ, with his wife Theresa and daughter Brooke. He is a graduate from Boston University.*Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania
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