Brian works with high net worth, business owner, corporate and physician clients and their practices throughout the country, helping his clients execute appropriate financial strategies. He assists clients with their retirement plans and planning, financial strategies and investments, risk management and debt management. Brian is known for his client-oriented approach and a blended analytical and practical strategy to tackling complicated financial planning.
Before co-founding RBJ Insurance & Benefits, LLC, and its parent company, RBJ Wealth Management, LLC (www.RBJWealth.com), Brian enjoyed a successful career with Martin/Wight & Company, LLC. He also spent a decade practicing law as an attorney in the financial services industry. His experience with complex individual and corporate financial matters, including representing clients in private equity capital raises with multiple classes of stock as well as senior and subordinate secured and unsecured debt facilities, allows Brian to leverage a unique perspective when advising individual clients and physician practices.
Brian also previously served on the board of directors for a national, non- profit financial services industry trade association. In that role, his attention to detail, creative thinking skills and ability to distill complicated financial topics into easily understandable terms led to his appointment as the Legislative Director of the national association. As the Legislative Director, Brian became a registered industry lobbyist, testified as a subject matter expert before numerous state legislators and met with state and federal regulators on matters relating to credit and debt.
When not on the road meeting with clients across the country, Brian lives in Fallston, Maryland with his wife, son and daughter.
* Licensed but not practicing law on behalf of MML Investors Services, LLC. or RBJ Insurance & Benefits, LLC or RBJ Wealth Management, LLC.