Brian joined Summit as the Transition Coordinator who brings over 13 years’ experience in the financial industry with a focus on compliance, relationship management, and client satisfaction excellence.
As the Transition Coordinator, Brian is responsible for supporting and guiding advisors through a tailored, personalized process. Brian is the liaison for advisors creating a professional and effective relationship before, during and after affiliation with the firm to ensure an effective, efficient transition and integration.
Prior to joining Summit, Brian held positions in operations and client services for Charles Schwab, TD Ameritrade and Scottrade.
Outside the office, Brian spends the majority of his time with wife and two kids. He enjoys outside activities like boating, fishing, beach, sports and is active in his kids’ soccer and baseball teams.