Brian joined Waverly Advisors in September 2024 following the acquisition of CenterPoint Wealth Management by Waverly Advisors, LLC. As a Partner and Wealth Advisor at Waverly, Brian brings over 30 years of experience in wealth management and personal financial planning. He is a Certified Financial Planner and Certified Public Accountant, specializing in working with high-net-worth clients on generational wealth planning, investment management, and retirement planning. Brian is passionate about meeting with clients and crafting personalized financial plans and investment strategies to help them achieve their financial goals.
Brian resides in Westfield where he loves spending quality time with his wife, Natalie, and their seven children. Brian enjoys golf, live music, Purdue basketball, and card games of all varieties.