Client Service Representative
(877) 807-2079

Brian joined CG Financial Services in 2013 as an intern while attending Michigan State University.  Upon graduating from MSU, with his Bachelor of Arts in Finance and minor in Economics, he accepted a position as a client service representative.  Brian works with Tony Mazzali, Parke Petersen, Jeff Casey, and Adam Lesperance in both our Haslett and Williamston offices.  He works as an IAR with individual clients through the development of financial plans, managing the behind-the-scenes casework, and customer service.  Brian also works as an IAR on the group retirement plans through periodic investment reviews and benchmarking the plans to the rest of the industry.

Brian is a registered representative of Geneos Wealth Management, Inc. member FINRA & SIPC.  He holds his FINRA license Series 7 and 66.  He also holds his state license for life, accident and health insurance.

Outside of work, Brian is an avid sports fan and enjoys rooting on his Michigan State Spartans and Detroit sports’ teams.  He also enjoys traveling and spending time with his family and friends.