Brian is an Associate Wealth Advisor in the Beacon Pointe Maryland office and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their unique financial goals. Among his duties are portfolio performance reporting, asset allocation modeling, and client servicing. Prior to joining Beacon Pointe, Brian attended the Robert H. Smith School of Business at the University of Maryland, where he earned dual Bachelor’s degrees in Finance and Supply Chain Management. Outside of the office, Brian enjoys weightlifting, golfing, and spending time with his family.