Brian has been working in the financial planning space since 2006. He holds undergraduate degrees in both finance and Economics plus a Master’s degree in software development. Brian is also a Certified Financial Planner (CFP®) and Retirement Management Analyst (RMA) designations. Brian bridges Asset Dedication’s software development and operations teams and integrates with the trading team to provide automation of services and direct interaction with advisors to facilitate back-office functions. He enjoys spending time with his family and is an avid snowboarder.