Brian is passionate and motivated about helping people achieve the greatest degree of reliability in accomplishing their life and legacy goals. He enjoys helping people formulate and develop a comprehensive financial plan, provide ongoing plan management, and ensure all areas are addressed and monitored.
Brian was born and raised in Northeast Ohio and graduated from Cleveland State University with a Bachelor’s degree in Finance. Prior to working at Fidato Wealth, Brian served as Senior Advisor Operations Analyst for PNC Capital Advisors. In total, Brian has over 10 years of financial services experience in areas that include Financial Counseling and Accounting.
From 2003 to 2011, Brian had the honor of serving in the United States Army in both active duty and reserve roles. During his service, Brian has been on multiple deployments with tours in Kosovo, Iraq and Kuwait.
Brian, with his wife Lynsey, currently reside in North Olmsted with their two children, Owen and Avery. He is a Cleveland sports enthusiast and enjoys golfing, playing basketball, reading and spending time with family and friends.
Brian brings experience and a track record of dependability. He takes great pleasure in his role with Fidato Wealth and strives to make a positive difference in their lives.