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973-604-6124
973-604-6124
Brian’s strong analytical skills and his down-to-earth demeanor make him the ideal leader for our client’s onboarding process, ensuring every contractor feels understood and confident from day one.
Brian is a CPA, an enrolled agent, and has his MBA in accounting. He has worked with many contractors over the years, honing his understanding of the key performance indicators (KPIs) that drive success in the skilled trades. That knowledge, combined with his tax planning expertise, makes him an excellent resource for all our clients as they begin their journey with our firm.
Outside of his time at MasterPlan Advisors, Brian enjoys boating on Lake Hopatcong, New Jersey with his wife, Alexandra, daughter, Nova and snowboarding in the winter.
Brian is easy to talk to and a great listener, allowing him to simplify the complexities of the onboarding process and ensure clients feel supported from the very beginning.
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