Brian joined Baird in 2001 as Branch Manager of the Cleveland office. Since then, he has assumed the role of Branch Manager in the Dayton office and serves as the Executive Market Director for more than 40 Baird offices in the US. He earned a bachelor’s degree in finance from John Carroll University and in addition to holding many securities and insurance licenses, Brian is a graduate of the Securities Industry Institute® at the Wharton School of Business -- a three-year executive program for leaders in the financial services industry.
He specializes in retirement planning and professional money management and has more than two decades of experience in research and brokerage positions with national financial services companies. Brian believes that honesty and openness are essential in forming a long-term relationship, which is why he works to gain his clients’ trust.
An active member of the community, works closely the St. Martin de Porres High School Corporate Work Study Program, Achievement Centers for Children - Camp Cheerful and Recovery Resources. Brian, his wife Sarah, and their three sons, Mason, Caden, and Henry, reside in Medina.