I love to see clients thrive as a result of the work that we do. It is extremely gratifying to help clients manage their finances in a manner that brings them peace and the freedom to follow their unique God-given callings and purposes.
Ask Brien About: Traveling to Cuba with his grandfather, his encounter with the Secret Service, or why he joined the LifeGuide team.(717) 796-1700
Senior Financial & Life Advisor
As a Senior Financial & Life Advisor, Brien is responsible for leading one of LifeGuide’s advisory teams. Working alongside Holly Whitmire and Brian Wayne, Brien and his team help clients cut through the noise, make wise decisions, and avoid costly mistakes on their financial journey. Brien also serves on LifeGuide’s leadership team and is responsible for LifeGuide’s technology strategy as well as overseeing LifeGuide’s Essentials program.
A bit about his background:
Brien brings a wealth of expertise to his role at LifeGuide with more than 26 years of career experience. Before transitioning to his career in finance in 2002, Brien worked in the technology sector. Among his many notable roles, he’s worked with:
During his past 18 years in financial services, Brien worked his way up from an equities trader to his previous position as VP of Wealth Management. In this role, he established and led a wealth management practice where he served as the primary financial advisor for 100 client groups totaling more than $125 million in assets under management (AUM).
For the better part of two decades now, Brien has passionately led clients through the financial planning process, helping them develop their goals and find financial freedom.
Brien has been deeply involved in a number of ministries over the years, serving as Elder and Treasurer of Christ Church in Wolcott, CT, and, most recently, has contributed to the Board of Evangelical Christian Church in Waterbury, CT. He is a CERTIFIED FINANCIAL PLANNER™ as well as a Registered Life Planner® and Certified Kingdom Advisor®.
What Brien says he loves most about his job:
“I love to see clients thrive as a result of the work that we do. It is extremely gratifying to help clients manage their finances in a manner that brings them peace and the freedom to follow their unique God-given callings and purposes. I thoroughly enjoy building deep and lasting relationships and approaching each one with the heart of a servant leader—whether through education, encouragement, inspiration, or providing analytical and technical expertise that will advance our clients’ progress.”
Outside of work:
Brien recently moved to the area from northwest Connecticut and now lives in Hummelstown, PA, with his wife, Shannon, and their two children, Mirella and Noah. They enjoy spending time with family and friends and outdoor activities like lounging at the beach and sailing.
His favorite organizations:
LifeGuide Signature is our personalized and comprehensive service model for clients with investable assets or income greater than $450k.
We are currently accepting a limited number of new Signature clients for 2023.
If you’re interested in exploring whether LifeGuide Signature is right for you, please fill in your name and email address, and click the button below to complete a brief Signature Intro Questionnaire.
You’ve come to the right place! Our Managing Partner, Doug Denlinger, is a SmartVestor Pro.
Like Dave, we believe that financial peace is a critical component to leading your most impactful, fulfilled life—the life you are called to live. And we want to help you get there. Which is why we offer all Dave Ramsey fans a complimentary, no-strings-attached Exploration Meeting where we answer your questions and get to know each other.
In preparation for our conversation, we ask everyone to first complete a short five-minute, online Intro Questionnaire. Once we receive your submission, we’ll reach out to schedule your complimentary Exploration Meeting. Type in your name, email, and preferred phone number below to get started!
Our LifeGuide Essentials program is fully booked for 2022. If you’re interested in being placed on our waitlist for 2023, please submit your name and email below, and complete your Essentials Waitlist Questionnaire.