Brian C. Farrell, CFP®

Brian is responsible for the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of investment portfolios. He has nearly 10 years of experience in the financial services industry. Brian earned a bachelor’s degree in finance from Kalamazoo College. He has earned the CERTIFIED FINANCIAL PLANNER® certification and is currently pursuing his Certified Private Wealth Advisor® designation.