Brian is a graduate of St. Joseph’s College with a degree in Finance and received an executive certificate in financial planning from John Carroll University. Before becoming a Financial Advisor, he had a successful career in a wide variety of small businesses. The experience he gained running those businesses provide him with unique insights into both the operational and financial aspects of the business world.
Brian spent 18 years at UBS Financial Services before transitioning the Baird to be part of The Brennan Ferritto Kurtz Group. Brian is a Certified Financial Planner® and specializes in financial planning, retirement income strategies, investment management, tax-efficient legacy planning, and insurance. Brian is also putting his finely tuned leadership abilities to work as the Associate Branch Manager in the Cleveland office.
Brian was born and raised in Lakewood, Ohio and currently resides in Westlake, Ohio with his wife, Tina. When Brian is not working, he enjoys spending time with family, his four daughters and his seven grandchildren. Brian is a member of the investment committee at Magnificat High School located in Rocky River, Ohio.