Prior to joining HPK, Brian enjoyed 25 years of success as a representative at several large asset management firms where financial advisors were his clients. He now has the opportunity to implement on your behalf some of the diversified strategies he learned (and taught) nationwide.
Social Security planning is both an area of specialty and passion for Brian. For more than 10 years, Brian has trained hundreds of fellow professionals and guided thousands of investors towards better retirement by helping to enhance Social Security benefits in the context of an overall financial plan.
As a Certified Financial PlannerTM, Chartered Life Underwriter®, Accredited Investment Fiduciary ®, and Retirement Income Certified Professional® Brian brings a wealth of insights on Social Security, financial planning, and overall market knowledge.
A graduate of Bishop Canevin High School and Boston College, Brian was raised in Washington, PA and now resides in Collier Township, PA with his wife and three children.