Brian is one of the principals of Gateway Advisory, LLC, established in 2010. Prior to forming Gateway Advisory, LLC Brian was a Vice President and investment advisor at Merrill Lynch. He has devoted his professional career to working with clients and their families to understand not only their financial needs and goals but to learn about their personal goals and favorite past times. He has over 25 years experience in the financial industry.

Brian earned his Bachelors of Science Degree from Rutgers University, his CERTIFIED FINANCIAL PLANNER™/ CFP® certification from NYU and his Masters of Science in Financial Planning from the College for Financial Planning.

Brian is a New Jersey native. He dedicates his free time attending events and activities for his 4 children.