Brian is responsible for expanding successful client relationships by drawing from his many years of experience listening to and understanding the unique and important financial challenges faced by each client. Working with clients’ key advisors, Brian helps develop and implement practical investment and administrative agendas designed to meet these challenges. Brian is committed to providing clients with peace of mind and takes pride in each relationship. During his career he has built a reputation for loyalty and integrity as evidenced by his network of

long-term clients and professional resources.

 

Before joining Avalon, Brian served 25 years as President of the Woodmark Corporation, a New York area based
wealth management family office that provided personalized tax, accounting and financial administrative services
to high net worth families. Brian holds a Master’s in Taxation from the Lubin School of Business at Pace University
along with a BS in Finance from Boston College. He has earned the Enrolled Agent designation from the U.S. Department of the Treasury.