Brian’s extensive experience and knowledge provides him with a broad perspective of the many factors involved in implementing and evaluating a comprehensive financial strategy for his clients.
During his 19- year career, he has provided his private and corporate clients with a broad range of financial solutions.
Brian partners with high-net-worth individuals, families, and corporations to help identify goals and select and implement appropriate investment strategies that are specific to client needs and circumstances. He provides advice and manages assets to help and sustain wealth, using investment strategies commensurate with each client’s goals and tolerance for risk.
Brian understands that unpredictable life and economic conditions demand planning and flexibility in order to have a realistic chance to reach long-term financial objectives.
Prior to joining Oxford Harriman & Company, Brian was a Vice President with Morgan Stanley in Cleveland, Ohio where he worked closely with clients to develop customized financial strategies that incorporate asset allocation, financial management, retirement planning, college planning, and succession planning.
Brian graduated from Miami University in Oxford, Ohio in 1998 with a B.S. in Finance.
He and his wife Kim reside in Aurora, Ohio and have 3 children.
Brian enjoys poker, golf and has a deep history with the sport of wrestling. He took 2nd place in the state of Ohio and earned a scholarship to Miami University. He now works to pass on his experiences through multiple youth programs in the area