Brian joined Daniel J. Galli & Associates in early 2021. He is an associate financial planner and handles much of the behind-the-scenes work for both short-term financial plans and ongoing client relationships. Brian is passionate about helping others, and enjoys seeing clients spend their time and resources on the things that bring them the most joy in life.
Prior to joining DJG&A, Brian worked in the financial services field for several years. Initially, Brian enjoyed a 13-year career in commercial real estate development, before shifting fields into financial planning.
Brian received his undergraduate degree from Tulane University in 2002, and his master’s in real estate development in 2007. He is an active member of the Financial Planning Association, and is currently studying to become a Certified Financial Planner™.
In his free time, Brian enjoys fishing, hiking, biking, and spending time with his wife Sarah and their two young daughters at their home in Arlington, Massachusetts.