I love seeing our clients thrive as a result of our work together! It is extremely fulfilling to me to help clients experience peace and freedom, and to see how they impact others through their unique purposes.
Ask Brien About: Competing in the Pinewood Derby, his encounter with the Secret Service, or why he joined the LifeGuide team
(717) 796-1700Partner | Senior Financial & Life Advisor
Brien’s role:
Brien is responsible for leading one of the firm’s advisory teams, where he helps 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 oversees the firm’s technology strategy.
A bit about his background:
Brien graduated from the University of Connecticut, where he earned a Bachelor of Science in Business Administration with a focus on Technology and Finance. For the first eight years of his career, he worked as a Consultant and Systems Analyst for a number of notable organizations, such as:
Brien’s interest in investments and desire to help people led him to pursue a second career in Financial Planning. For two decades now, Brien has passionately led clients through the financial planning process, helping them develop their goals and find financial freedom. He is a Registered Life Planner®, a CERTIFIED FINANCIAL PLANNER®, and a Certified Kingdom Advisor®. Brien is also a member of the Christian Financial Advisors Network.
What Brien says he loves most about his job:
“I love seeing our clients thrive as a result of our work together! It is extremely fulfilling to me to help clients experience peace and freedom, and to see how they impact others through their unique purposes. I love building deep and lasting relationships and approaching each one with the heart of a servant-leader. I also enjoy mentoring my team and seeing how they use their unique gifts to serve and impact our clients.”
Outside of work:
Brien moved to the area from northwest Connecticut and now lives in Harrisburg, PA, with his wife, Shannon, and their two children, Mirella and Noah. They enjoy spending time with family and friends and doing outdoor activities like pickleball, hiking, and sailing.
His favorite organizations: