After finishing his Ph.D. in early 2007, Brian was looking for a new direction. His natural interest in personal finance led him to Potomac Financial Group in September of 2007.

Financial planning has provided an ideal setting for a union of Brian’s love of problem solving, his passion for research, and his strong attention to detail. His goal is to provide his clients with exceptional guidance, exemplary service, and a sense of confidence as they pursue financial freedom and personal fulfillment.

As both a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant^® Brian provides investment management and financial planning services to his clients. He creates, reviews, and adjusts investment portfolios and financial plans for the individuals and families he helps. By offering timely feedback and recommending necessary adjustments Brian ensures that his clients stay on track in achieving their goals in numerous areas of financial need, including retirement planning, estate planning, college-education planning, and planning for business owners and executives.

As a Chartered Life Underwriter^® Brian helps clients protect their wealth and financial security by planning for the various risks associated with their personal and professional lives. By advising on a variety of planning issues and uses of insurance in personal settings (life, disability, and long-term care coverages) and business environments (such as continuation planning, buy-sell arrangements, and key employee coverage) he helps to ensure that the plans of his clients aren’t jeopardized by the threats that early death, disability, and loss of self‐sufficiency pose to their financial well-being.

Brian received his Doctorate of Philosophy degree in physiology from the Pennsylvania State University by way of the Milton S. Hershey Medical Center. Prior to his studies at Penn State, Brian attended the University of Maryland at College Park and received his Bachelor of Science degree in kinesiology.

A native of Gaithersburg, Maryland, Brian continues to reside in his hometown. When he isn’t trying to keep up with his 2 young nephews, he is an avid professional- and collegiate-sports fan, and enjoys exercising and spending time with family and friends.