About Brian
Brian says one of the most rewarding parts of his job is getting to know what is most important to each of his clients. This is why each relationship begins with initial and ongoing deep discovery to determine a clients' financial needs in relation to his or her unique values; goals; personal, professional, and institutional relationships; assets, and interests. He then puts together a comprehensive plan to achieve those goals and works to ensure that each component within the strategy is carefully executed and seamlessly integrated.
Brian helps his clients understand the math and science of investing, which allows them to make smart decisions about their financial lives.
Brian and his wife Debbie have three children—a daughter serving in the U.S. Army and a son and daughter attending college. All three children are graduates of Orchard Park High School. Brian and his wife enjoy renovating their 1870 home in the Village of Orchard Park, New York, and supporting their children in their pursuits.
Education and Professional Milestones
- Canisius College – Master of Business Administration and Professional Accounting
- Is a licensed CPA and a member of the Accounting Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants, and the Financial Planners Association of Western New York
Focus Partners is not engaged in the practice of public accounting and is not registered as a public accounting firm.
Brian says one of the most rewarding parts of his job is getting to know what is most important to each of his clients. This is why each relationship begins with initial and ongoing deep discovery to determine a clients' financial needs in relation to his or her unique values; goals; personal, professional, and institutional relationships; assets, and interests. He then puts together a comprehensive plan to achieve those goals and works to ensure that each component within the strategy is carefully executed and seamlessly integrated.
Brian helps his clients understand the math and science of investing, which allows them to make smart decisions about their financial lives.
Brian and his wife Debbie have three children—a daughter serving in the U.S. Army and a son and daughter attending college. All three children are graduates of Orchard Park High School. Brian and his wife enjoy renovating their 1870 home in the Village of Orchard Park, New York, and supporting their children in their pursuits.
Education and Professional Milestones
- Canisius College – Master of Business Administration and Professional Accounting
- Is a licensed CPA and a member of the Accounting Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants, and the Financial Planners Association of Western New York
Focus Partners is not engaged in the practice of public accounting and is not registered as a public accounting firm.