Brian provides consulting, recordkeeping, and administrative services for defined contribution retirement plans. His expertise lies in annual compliance testing and government filings, daily valuations, employee communications, plan document preparation, and IT problem solving.
Brian’s expertise comes from seven years of experience in various areas of the financial sector, including payroll management, tax return preparation, and corporate accounting. He started his career as a tax associate at H&R Block, later bringing his financial knowledge to Conrad Siegel in 2012 as a retirement plan administrator where he has since become a bona fide Retirement Manager.
Brian is a problem solver and is always looking for ways to make tasks more efficient like writing spreadsheet macros to complete projects quicker. Outside of balancing assets, Brian can usually be found lining up a putt on the golf course or spending time with his family.