Brian joined Financial Independence Planning in early 2022 as a Client Service Associate. Brian assists the financial advisors by preparing financial reports, providing analysis, as well as recommendations for upcoming client meetings. After graduating from Bloomfield College with a BS in Business, he started his career working at Mainstay Funds, and also at Fidelity and Morgan Stanley for 10 years. He then worked in sales with Comcast Business and later, worked in the Medicare insurance field for the next 15 years. Recently, Brian decided he wanted to finish his career where it all started: providing excellent client service to clients who enjoy working with a financial advisor. Brian also married his high school sweetheart, Janna. They have two children -- Claire who is attending Ursinus and Drew, a junior in high school. Besides family, Brian’s interests are listening to classic rock, going to shows, and watching soccer games, especially the English Premier League.