Brian is a Wealth Management Advisor in Cleveland with nearly two decades of experience helping individuals and companies customize financial strategies and implementation plans that connect vision to long-term value. He is known for leading high-performance teams that serve diverse industries and clients—from family-owned and medium-to-large businesses, Fortune 100 brands, and non-profits, to executives, industry professionals, entrepreneurs, investors, and retirees. His personal mission: to positively impact people by helping them achieve their financial vision while avoiding financial regret.

Brian is presently the Wealth Management Advisor & District Director at Northwestern Mutual, heading their downtown Cleveland office and customizing comprehensive and easy-to-understand financial planning, wealth management, executive benefits, and tax-efficient strategies. A career highlight was being selected to oversee the estate planning strategies for some of the company’s highest profile clients. Another milestone is when his team was recognized among 8,000+ financial representatives and advisors for issuing the most financial plans. Goal-driven with a competitive growth mindset, Brian ranks in the Top 2% of the company’s financial representatives and advisors, and his firm is listed in the Top 10 Northwestern Mutual offices nationwide. Brian is also actively involved in various business mastermind groups, and is a member of Vistage, the world’s largest executive coaching organization.

Brian lives in Bay Village, Ohio with his wife, Lisa, and three sons, Cameron, Gabriel, and Dominic. He loves coaching his kids, spending time with his family on the boat, and fishing with his three boys. Brian stays as active as he can and practices Brazilian Jui-Jitsu every week and mountain bikes!

Tom began interning with Northwestern Mutual in June of 2008. He graduated in 2010 as a marketing graduate from Mount Union College. He quickly learned he was passionate about what he could do for the community and joined the agency full time as a Financial Representative in 2010 in the Canton, Ohio office. In January 2012, Tom joined the Cleveland, Ohio office and has been providing Personalized Financial Plans to clients since.

Tom has been married to his college sweetheart, Liz, since 2011. They have four children - Ben, Max, Teddy, and Claire. Tom enjoys coaching his boys in baseball, football, and basketball - planning outdoor trips, golfing, and enjoying all the time he can with his kids.