Brian is the 401K Advisor to my current company. During one of his visits to our company we had a 1 on 1 meeting and discussed possibly consolidating my old 401K accounts with my previous employer. At the time it was a Fidelity and Merill Lynch Plan, both very good companies so I was hesitant at first. After a few follow up phone calls and one more strategy meeting I decided to give him a shot. After about 2 years now I am really impressed with the results. I was not aware of alternative investments before, but Brian kept emphasizing how it would really diversify my assets versus what I had been doing. I only wish that I had done this sooner and maybe I may not have lost as much money as I did several years ago. I have already recommended Brian to my friends and the ones that have met with him have nothing but good things to say.
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