Brian has more than 30 years of professional experience in the areas of financial planning and wealth management. He works with business owners, professionals, executives, and retirees. He's a founding partner of Summit Planning Group, LLC and provides his clients with comprehensive financial planning, investment advisory, and corporate retirement plan services.
Brian is a graduate of Bentley University with degrees in business and accounting. He earned a Certified Public Accountant designation and an Accredited Investment Fiduciary (AIF®) designation. He's also a Registered Representative with LPL Financial and has successfully completed the FINRA sponsored Series 7, 22, 24, 26, 39, 63, and 65 examinations.
As an Accredited Investment Fiduciary (AIF®), Brian has a thorough understanding of the fiduciary standard of care and how to use those processes to help individuals and families work toward their investment goals in a responsible and accountable manner. As a designee, he's also trained to evaluate the fiduciary practices of investment stewards such as 401(k) and defined benefit plan sponsors and those responsible for managing endowment and foundation assets.
Brian has sponsored and presented continuing education seminars to Certified Public Accountants as well as other professionals. He's active in non-profit organizations and serves as a member of the board of directors. He lives in Madison with his wife Jacqueline.