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Experiences in your life and how you are raised impact your future as an adult. My father passed away when I was 7 and my mother worked very hard to raise me. She was one of 13 children and often reminded me that a strong work ethic , saving money, assisting others in need and having a vision are the foundations to achieving your goals.

In my early teens I had several jobs. In my 20's, I started my financial career which steered me to my true calling; assisting individuals and families in achieving their dreams and visions through life planning. Fast forward 20 plus years, I am President of an Independent Financial Planning firm with locations in Camp Hill and Hershey, PA. I have lived through the financial and emotional aspects of building a business, and planning for the succession of a business. Additionally, within my family, I have experienced the impact of Long Term Care planning, Alzheimer's, cancer and the unexpected passing of a loved one.

I founded our firm because I wanted to work with people who have similar ideals and beliefs; to put our clients' financial visions, goals and dreams first and help them in every aspect of their financial decisions. Our team's experience and desire to assist clients in making informed decisions in the Financial Planning process, before implementation of investments and products, is an important part of our planning. We are people first and advisors second, educating our clients for their successful future.

Achieving your goals may not always be a direct line or path. Reflecting on past experiences and appreciating where you are will inspire you to seek the enjoyment in what lies ahead.

Let's plan together and create new experiences in your future!

Brian resides in Camp Hill with his wife and son. In his free time, he enjoys the outdoors, traveling, fishing , working out and being involved in the community and charitable activities.

Brian is a member of the National Association of Insurance and Financial Professionals , Financial Planning Association and the Estate Planning Council of Central Pennsylvania ,Inc. He is a Chartered Financial Consultant (ChFC®) .This is the "Advanced Financial Planning" designation conferred by The American College. As a ChFC® professional he is qualified to assist individuals, professionals, and small-business owners with comprehensive financial planning, including insurance, retirement planning, investments, and estate planning. The ChFC® curriculum provides the most extensive education of the widely recognized financial planning designations, requiring nine courses, each of which is followed by an exam.

Brian is a Chartered Retirement Planning Counselor(CRPC®) from The College For Financial Planning .The CRPC® program is developed with a focus on client-centered problem solving. The study program to become a CRPC® is an in-depth curriculum of the entire retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, income taxes, retirement cash flow, asset management, estate planning and more.

Brian is also an Accredited Estate Planner(AEP®).The Accredited Estate Planner® (AEP®) designation is a graduate level, multi-disciplinary specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning.

It is awarded by the National Association of Estate Planners & Councils to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character. An AEP® designee must embrace the team concept of estate planning and adhere to the NAEPC Code of Ethics, as well as participate in an annual renewal and recertification process.

The NAEPC is a national organization of professional estate planners and affiliated local estate planning councils focused on establishing and monitoring the highest professional and educational standards. NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards. NAEPC builds a team approach involving cross-professional disciplines to better serve the public’s need for estate planning.

Brian's investment qualifications include his designation as Accredited Investment Fiduciary AIF® a designation from fI360® Global Fiduciary Insights and is a Chartered Mutual Fund Counselor (CMFC®), a designation from The College For Financial Planning. Brian is a Registered Representative and Investment Advisor Representative of Cambridge.

In addition he has been certified by The Corporation for Long Term Care, Inc. as a (CLTC) graduate. CLTC stands for "Certified in Long-Term Care," a designation granted by the Corporation For Long-Term Care Certification. CLTC graduates have completed a rigorous multidisciplinary course that focuses on the profession of long-term care. The program is recognized by state regulators, through the granting of continuing education credits, as having provided essential information necessary to the appropriate sale of long-term care insurance.

Brian is a Life Underwriting Training Council Fellow (LUTCF) from The American College. He is currently matriculated with the American College and College of Financial Planning.

Brian is an approved CPE (Continuing Professional Education) instructor by the National Association of State Boards of Accountancy - NASBA to instruct courses for CPA's, in the state of Pennsylvania, to assist them in meeting their requirements for continuing education.