Vice President
LPL Financial Advisor
Sandy Spring Wealth Management

Phone: 800-399-5919 ext. 6525
Fax: 301-421-9508

Brian serves clients in Rockville, Burtonsville, Silver Spring, and Fulton.

"It is my mission to provide my clients and their families with financial strategies that will simplify their lives and strive toward the financial security and freedom they need to truly enjoy life."

Areas of Focus

  • Total Wealth Management
  • Generating Retirement Income
  • Coordinating Comprehensive Estate Plans
  • Investment Selection and Asset Management


Community Involvement

  • Past President Olney Rotary Club
  • Past Board Member of the Laurel Regional Hospital Foundation Board

Background, Education & Credentials

  • Licensed Investment Professional Since 1998
  • Executive Certificate in Financial Planning from Georgetown University
  • CIMA® is a registered certification mark and Certified Investment Management ConsultantTM is a service mark of the Investment Management Consultants Association, Inc. and denotes the highest quality of standard and education for financial professionals.
  • Series 7 General Securities Registration Series 63 State Law Registration
  • Series 65 Uniform Investment Advisor Registration Maryland Life & Health Insurance Licenses
  • Bachelor of Science in Business Administration with a Finance Concentration from Frostburg State University, Frostburg, MD
*Registrations held through LPL Financial
Sandy Spring Wealth Management

*Not FDIC Insured *No Bank Guarantee
*Not a Bank Deposit
*Not Insured by any Federal Government Agency
*May Lose Value*

Securities, advisory services, and insurance products are offered through LPL Financial, a Registered Investment Advisor, member FINRA / SIPC. Sandy Spring Bank and Sandy Spring Wealth Management are not registered broker/dealers and not affiliated with LPL Financial.
This site is designed for U.S. Residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial's U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.











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