With over 25 years of experience in the financial services industry, Brian has largely focused his practice in the employee benefits space, helping employers and employees to pursue their financial objectives in a sustainable, cost-efficient manner. In addition to his focus on employee benefits, Brian also has a background in asset management, emphasizing the importance of asset and tax diversification through tax-deferred and tax-favorable investment products plus the use of lifetime streams of income. Brian is a member of the Temple University Owl Club and Conwell Society and sits on the board of Mother Goose: Read To Me & the Youth Consultation Service Foundation Board. He is an Accredited Investment Fiduciary, Professional Plan Consultant and is certified in Retirement Planning from The Wharton School. He resides with his wife and two daughters in Norristown, PA.