Investment Services Cary
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With nearly two decades of financial industry experience, Brian serves as branch manager for our Downtown Cary location. As branch manager, Brian leads his team in providing exceptional financial solutions and services to both our personal and business members. Brian received his bachelor’s degree in finance from Miami University and his MBA from Xavier University. In his community, Brian has led financial literacy seminars for The Carying Place, volunteers as head coach for the Town of Cary’s T-ball league, and serves as a member of the Cary MacGregor Rotary Club and Cary Chamber of Commerce, including the chamber’s Leadership Cary Program. “I am dedicated to serving the members of our community by providing financial guidance and solutions that enable them to achieve their financial goals.”
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