Brian recently joined Synergy Wealth Alliance as a Client Service Associate. He has over 10 years of experience working in the financial services industry. Brian holds the Series 7, 63, and 65 licenses through LPL Financial, as well as the Florida life, health, and variable insurance license. He also recently acquired the professional designation of CFP®.
Brian is originally from the small town of Attica, New York, and moved to Central Florida over 25 years ago. In 2006, Brian received his bachelor’s degree from the University of Central Florida. Brian and his wife Pam Wise have been married for shy of 10 happy years. Brian and Pam have a son, Dillon, and a daughter, Reagan. Brian enjoys spending time with his family, golfing, and watching his Buffalo Bills on the weekend.