Brian Jasinkiewicz MBA, CFP®, RICP®, CLTC®
Founder / COO
Brian aims to lead people to create financial security for themselves and their families. He is a big proponent of beginning with the end in mind, clarifying the current situation and then developing a series of plans to take the necessary steps forward to meet one's goals. With his prior career experiences that include Process Design Engineer at Honeywell and Strategic Goal Planner at Capital One, life cycle planning comes naturally to him. With the knowledge that all assets are eventually transferred, Brian emphasizes setting-up the structure for optimizing distribution while saving and building wealth. Once business is taken care of, Brian loves to discuss his latest favorite meal, concert experience or getaway with his wife, Melanie.