Professional Experience
Brian joined Sentinel Group in 2020 as Vice President of Business Development. Brian works closely with institutions and advisors offering consultation and design services. He is committed to building long-term relationships with his network and consistently bringing value and knowledge to the conversation. Brian brings over fifteen years of experience, providing a wide variety of institutional expertise to his relationships.
Educational Background and Certifications
- Chartered Mutual Fund CounselorSM (CMFC®), College for Financial Planning
- Accredited Investment Fiduciary®, AIF®
- Certified Plan Fiduciary Advisor (CFPA), National Association of Plan Advisors (NAPA)
- Certified Health Savings Advisor (CHSA)
- FINRA Series 65
