Brian has more than 20+ years of experience in providing financial services to a variety of clientele, including small businesses, individuals, families, trusts, defined contribution, and defined benefit plans. Brian joined the firm in 1991 and, in 2001, became its president, succeeding Valentine Lynch, a founder of the firm. Since 1991, Brian has strived to maintain the culture and identity that has distinguished IFS from its competitors while managing the significant challenges and changes the industry presents.
Brian graduated from the Catholic University of America in 1989 with a BA in accounting. Since then, Brian has obtained the following industry certifications and registrations:
- CERTIFIED FINANCIAL PLANNER® professional
- Accredited Investment Fiduciary®
- Enrolled Agent (enrolled to practice before the Internal Revenue Service)
- General Securities Registered Representative* (FINRA Series 7)
- Registered Securities Principal* (FINRA Series 24)
- NASAA Uniform Securities Agent* (FINRA Series 63)
- Life, health, and variable insurance licenses in the state of Maryland
*Through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser