Brian, who co-founded PFPG with Thomas Rogers in 1998, is a Certified Financial Planner(R) practitioner and holds the Chartered Financial Analyst(R) designation. His specialties include investments and retirement planning. Brian belongs to the CFA Institute and the Maine Estate Planning Council. He is also active in the National Association of Personal Financial Advisors.
Brian has served on the Board of Directors of the Genesis Community Loan Fund, which provides financing to affordable housing and community groups across Maine. He has also served as Treasurer of the Maine Planned Giving Council and of the Maine Crafts Association. Brian has been quoted in Bloomberg News, Investment News and the Portland Press Herald.
Brian has served on the Board of Directors of the Genesis Community Loan Fund, which provides financing to affordable housing and community groups across Maine. He has also served as Treasurer of the Maine Planned Giving Council and of the Maine Crafts Association. Brian has been quoted in Bloomberg News, Investment News and the Portland Press Herald.
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