Brian is a Chartered Financial Consultant® and Accredited Investment Fiduciary® Designee who believes that working with clients to help solve their financial concerns is meaningful and important work.
A native of Brewer and a graduate of the University of Maine in Orono, Brian worked in Florida as director of wealth management for Riverside Bank of the Gulf Coast, as a financial consultant for Union Trust in Maine, and as Manager of Financial Services for Prudential Financial.
Working at Allen Insurance and Financial is a kind of homecoming for Brian. In 1990, his father, Gary, joined the company as its first financial consultant, playing a key role in establishing financial services as an integral part of the company.
Outside of work, Brian enjoys hunting, fishing, hiking, playing golf and coaching soccer. He and his wife, Dawn, have four children.