Brian is a graduate of Western Connecticut State University where he earned a degree in Business. He resides with his wife, Jenelle, and their three daughters in Wilton, Connecticut. Brian is an Eagle Scout Award recipient.  

Brian is a Managing Director - Investments at The Voyage Group of Wells Fargo Advisors and began his financial career in 2001. He built a successful practice as an investment planner by developing comprehensive skills in the areas of retirement planning, tax and estate planning strategies, insurance, employee benefits and corporate finance. 

He completed the rigorous three-year program required to earn his CERTIFIED
FINANCIAL PLANNER® certification in 2006.

Prior to joining Wells Fargo Advisors, Brian managed the investment planning and corporate benefits services provided to the team’s clients. He was designated as a Morgan Stanley Corporate Retirement Director advising both qualified and nonqualified retirement plans for institutional clients.

Brian is a seasoned Retirement Plan Consultant with over 20 years of experience in designing, implementing, and managing comprehensive retirement plans. Proven
expertise in regulatory compliance, investment strategies, and client education. Dedicated to helping organizations and individuals achieve their retirement goals
through tailored solutions and strategic guidance

As a Certified Financial Planner® professional and Certified Divorce Financial Analyst® professional, I understand that divorce is more than a legal process. It is a significant financial and life transition. I help women navigate the financial complexities of divorce, better understand their options, and feel more in control of their financial future.

As a Managing Director-Investments with the Voyage Group of Wells Fargo Advisors, I work with high-achieving women and families to help build, preserve, and transfer wealth. For clients considering or going through divorce, I help organize the financial pieces, explore different scenarios, and understand how the decisions made today may affect their lives in the years ahead.

I believe wealth planning starts with getting to know the person, not just the numbers. I want to understand what matters most to you, what concerns you, and what you want your life to look like after divorce. From there, we can focus on your financial priorities, investments, retirement, and long-term goals and develop a thoughtful roadmap for moving forward.

My background brings a unique perspective to this work. I earned a Bachelor of Arts degree in Economics from the University of California, Berkeley, and a Juris Doctor degree from the University of California College of Law in San Francisco. Although I am not currently practicing law, my legal background includes family law, real estate, banking, insurance, patent law, and intellectual property rights.

Beyond my work with clients, I have been a guest on Tony Reno’s Coffee Break Chat on WICC600 and have written for the Hartford Business Journal. In 2019, I was honored with the NY Women of Excellence Award from the NY Women’s Chamber of Commerce, where I later served as a Board Member in 2020.

On a personal note, I’m married and a proud mom of four. I divide my time between Connecticut and California and enjoy golf, tennis, and entertaining family and friends at home. I am also fluent in Cantonese and Mandarin.

Most importantly, I want women going through divorce to know that they do not have to figure out their financial future alone. My goal is to provide a caring, nonjudgmental environment where you can ask questions, understand your options, and make thoughtful financial decisions as you prepare for the next chapter of your life.

 CA Insurance License Number: 0G13425. Resident State: CT

The use of the CDFA designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.