Brian is a senior vice president and senior plan consultant at CBIZ Retirement Plan Services and is associated with CBIZ Investment Advisory Services as a financial advisor. He works with plan sponsors to help them meet their organization’s retirement plan goals. Brian helps plan sponsors manage the personal liability associated with being a fiduciary to a qualified plan. He provides consulting services to private and public companies, as well as not-for-profit organizations. Through CBIZ IAS, Brian provides investment management to individuals, trusts, defined benefit plans, cash balance plans, endowments and foundations.
Brian and his wife, Julie, reside in the Willow Glen neighborhood of San Jose with their three children, Nathan, Peter and Molly. In his free time, Brian enjoys boating, golfing and coaching his children in various sports.