Senior Wealth Advisor, Managing Director
Brian is a Senior Wealth Advisor based out of the Marriottsville, Maryland office. He joined the firm in 2021 following MAI’s acquisition of Geier Asset Management. Brian brings over 30 years of experience in investment advisory and tax planning.
He began his career at Shapiro, Robinson & Associates, where he spent over two decades serving the needs of professional athletes, media personalities and their families. Brian then joined Geier in 2002, where he focused on developing and implementing successful strategies to help clients achieve their investment and financial goals. Through the years, he has worked with Major League Baseball players, helping to guide them through each stage of their professional careers and into retirement.
Brian graduated from Loyola College with a BS in Accounting and is a life-long Maryland resident.