Brian started his career in 1992 with Voya’s legacy company Aetna Financial Services working in the company’s Connecticut home office in various customer services roles. He moved to Milwaukee to be closer to his wife’s family, joining Lewis Financial Group’s predecessor firm in 2003.
Brian‘s responsibilities include researching investments, building portfolios and monitoring client’s investments, as well as building our complex financial plans for advisors to go over with clients so they can understand where they are and where they’re going. Brian feels honored to help clients with such an important aspect of their lives and always keeps client’s objectives in mind.
Brian, his wife and family dog enjoy spending time with their young adult children hiking, biking and traveling. The family has recently joined the pickleball craze.
A graduate of Central Connecticut State University, major in Finance, Brian holds Series 7, 6 and 66 registrations.
Non-producing Registered representative with Cetera Advisor Networks LLC, member FINRA/SIPC.