Our Team

Helping you achieve financial freedom. Planning for your financial future is more than just looking at numbers. To me, it's the people and dreams behind the figures that matter the most. As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way. Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build the future you desire.

My approach is built on trust, integrity, and a commitment to your success. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

Brian is a trusted financial advisor dedicated to helping clients navigate their financial lives with confidence and clarity. He believes meaningful financial planning goes beyond numbers, focusing on the people, goals, and values behind every decision. Whether planning for retirement, growing a business, supporting family priorities, or building a lasting legacy, he works closely with clients to develop thoughtful, long-term strategies. Through a comprehensive approach that integrates investments, insurance, tax, and estate planning—and with the support of a collaborative team of legal, tax, and financial professionals—he helps simplify complexity and supports clients in making informed decisions about their financial future, grounded in trust, integrity, and long-term success.

Izabela is our Executive Assistant and a key point of contact for clients. She supports the advisory team by managing client communications and coordinating the administrative and processing work behind the scenes. Known for her approachable manner and attention to detail, Izabela helps ensure client requests are handled smoothly, efficiently, and with care.