Brian, along with his brother Barry, serves as Principal and Senior Financial Advisor of Merrimack Wealth Management. Brian brings a wealth of knowledge to the firm with expertise in investment management, retirement planning, social security strategies, and college debt planning.
Brian attended Nichols College where he earned a degree in Business Administration. He is active in his community, having served on the Tewkbsury School Committee for six years before serving a term on the town’s Select Board.
Brian lives with his wife, Michelle and their two dogs Moby and Maisey, splitting time between Tewksbury and Sandwich, MA. He has three children and recently became a grandfather (with more on the way). He is an avid golfer and enjoys playing at his member course, Long Meadow Golf Club, as well as the many great courses on Cape Cod.