Brian is a Client Service Associate in the Beacon Pointe Maryland office and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His responsibilities include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Prior to joining Beacon Pointe, Brian attended the Robert H. Smith School of Business at the University of Maryland, where he earned dual bachelors degrees in finance and supply chain management. Outside of the office, Brian enjoys weightlifting, golfing, and spending time with his family.