Brian works directly with Financial Advisors and managers to help develop and implement a transition plan. He works as a liaison between the candidate and the investment firm to ensure a smooth and profitable transition. He also works directly with the CEO to set the strategy, vision, culture and direction of the company to ensure success.
Brian moved to Willis Consulting, Inc. in 2008 after 12 successful years in the securities industry. He began his career as a Financial Advisor with VTR Capital in Pittsburgh, PA where he became the lead advisor for the office. He later joined Chase Investments in Ohio as a Financial Advisor in 1997. He was named to the Top Producer Council for the firm’s top 15% of Advisors nationwide for 10 straight years.
Brian was born and raised in NE Ohio and graduated with a degree in Finance from the Univesity of Akron. He still has many ties to Ohio and remains a loyal sports fan. He has lived in Scottsdale since 2000. He and his wife Lauren enjoy spending time with family, friends and their new son. Brian spends his time away from the office volunteering with local animal shelters, being a Big Brother, hiking and golfing.