Firm Principal, Investment Advisor, and Chief Compliance Officer for Landmark Wealth Management, a SEC Registered Investment Advisor. As an independent financial advisor, we serve no one other than our clients. Due to our fee only status, we do not receive compensation via commissions, trailers, or sales charges. This structure aligns our interests with our clients' interests, as our compensation is based upon the retention, preservation and growth of all client assets entrusted to our care.Brian is a financial professional with over 30 years of extensive experience in financial services and investments, both as an individual contributor and also as a manager at major financial institutions such as Charles Schwab & Co and Fidelity Investments. Superior ability to professionally counsel and advise clients on their financial needs while providing exceptional customer service. Industry arbitrator for more than 10 years, fluent with regulatory requirements.Specialties:- Investment Advice- Wealth Management- Financial Planning- Retirement & Estate Planning- Relationship Management & Customer Focus- Compliance - Has held Series 3, 7, 9, 10, 24, 63, 65 licenses - NYS Life, Accident, and Health insurance license