Brian, or JB as many know him, joined DLP Financial Partners as a financial advisor after twenty years in education. Brian is passionate to help clients understand and improve their financial lives, and he is thoughtful to support planning that aligns clients’ goals and values with their capital resources.
No two clients are exactly alike, and Brian provides fully custom investment and retirement strategies that account for clients’ individual risk tolerances, past money experiences, and future aspirations. As a member of DLP Financial Partners, Brian aims to thoughtfully support clients in making well-informed financial decisions in service of living full, healthy, happy, and balanced lives.
Outside of work Brian enjoys spending time and traveling with his wife, Kristie, their two daughters, and their dog. Brian particularly enjoys cycling, cross country skiing, time outdoors, and walking in and around town with Kristie.