Brian serves as the manager of a division within Planning Solutions Group named PSG Clarity at www.psgclarity.com. PSG Clarity is a unique planning team that focuses on affordable and efficient financial planning for hard working Americans who have been under served by the investment management industry thus far. Generally focusing on individuals under a certain threshold of investable assets, rather than above it, Brian and his team help everyday folks accomplish financial goals that have thus far proved difficult due to complexity, procrastination, or being overlooked by other planners.
With 13 years in the financial planning field, Brian focuses his practice in the areas of retirement planning, investments, and insurance protection, with a special interest in assisting public sector employees. He is the author of "Total Compensation: A Practical Guide to Federal Employee Benefits", has contributed articles to MarylandBankingBlog.com, www.nerdwallet.com and www.Fedsmith.com. He has been quoted or appeared on financial planning news articles at www.Dailyfinance.com, www.thestreet.com and www.Foxbusiness.com, What’s Up Annapolis magazine, Taste of the Bay magazine, The Severna Park Voice, and on Michael Hodes’ Estate & Chris Hensley’s Retirement Planning radio shows. In October his division PSG Clarity & he will be featured on WMAR’s Maryland Business Spotlight program in the winter 2014.
He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®), and Certified in Long Term Care (CLTC). He holds his FINRA Series 7, and 66 registrations.
Brian currently serves as a board member for the Baltimore chapter of the Society of Financial Service Professionals, is member of the Maryland Financial Planning Association and participates on their communications committee, and is on the marketing committee of the West County Chamber of Commerce.
Through the FPA’s speaker’s bureau he spoke in 2014 on federal employee benefits to the organization’s members and also at the Library of Congress for federal employees. Recently he also participated in the Maryland FPA’s Money Power Day in Baltimore MD by offering pro bono one on one planning sessions.
His profile as a financial planner is featured at www.wiseradvisor.com, the CFP board’s www.letsmakeaplan.org site, www.nerdwallet.com, and www.Brightscope.com. He has been interviewed as a featured author at www.Businessinfoguide.com.
Brian graduated from Towson University with a B.S. in Business Administration and a minor in English. He lives with his wife Merin and their daughters, Charlotte and Caroline in Odenton, MD.
Securities offered through Triad Advisors, Member FINRA / SIPC. Advisory Services offered through Planning Solutions Group, LLC. Planning Solutions Group, LLC is not affiliated with Triad Advisors. PSG Clarity is a division of Planning Solutions Group, LLC.
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