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Brian has been with the firm since January 2004. He provides closely-held businesses and their owners with valuation and financial advisory services in connection with employee stock ownership plans, mergers and acquisitions, succession planning, business litigation and other financial transactions.

Brian has completed over 200 engagements in connection with employee stock ownership plans, fairness opinions, feasibility analysis, marital dissolution, shareholder disputes and estate and gift taxation. He has worked with private companies and professional practices in a variety of industries.

Prior to joining the firm, Brian worked as a Credit Analyst at Byron Bank, and also as an Investment Research Analyst at Prudential Securities. Brian served as President of the Seidman Investment Portfolio Organization (IPO) for two years while completing his BBA.

He has completed the educational and experience requirements to earn his Accredited Senior Appraiser (ASA) designation, granted by the American Society of Appraisers. Brian has also passed level one of the Chartered Financial Analyst (CFA) Program.

Education
BBA, Grand Valley State University

Member
The ESOP Association – Vice President of Michigan Chapter
American Society of Appraisers
Association for Corporate Growth
Gilda’s Club Young Professional’s Leadership Council