Meet Brian
Brian joined Financial Independence Planning in early 2022 as a Client Service Associate. He works closely with our advisors to prepare financial reports, provide analysis, and offer recommendations that help clients stay on track with their goals.
After college, his career began in the mutual fund industry with Mainstay Funds, which then led him to more diverse roles at Prudential Funds and Morgan Stanley. He then ventured into the B2C and B2B sales industry for ten years as an account executive. Due to his experience, Brian brings a wealth of knowledge to his position in our client services department and to FIP as a whole.
Outside of work, Brian loves spending time with his wife Janna (his high school sweetheart!) and their two children, Claire and Drew. He enjoys listening to great music, going to live shows, and watching English Premier League soccer games.
