Meet the Team

Brian Hill, CFP^®

Managing Partner and Advisor

Brian loves to explore parks and trails with his wife, Caitlin, and their four children, Mason, Jake, Beckett and Cora. On the weekends, you can find him coaching his kids’ sports teams. In his downtime, Brian loves to read.

Brian was fascinated by finances at an early age. Growing up in a middle-class family, he knew if he wanted something beyond the necessities, he had to work to pay for it. He began college as a marketing major but switched to finance and never looked back. “I was enthralled by investments and the financial markets from that point forward,” says Brian.

His first job out of college was selling mutual funds, but he quickly learned he was not cut out to be a salesperson, so he left to work for a bank where he helped clients with their investment portfolios. “This is where I learned the importance of financial planning. To this day, I find the greatest fulfillment in my work when I help solve a complex problem for my clients.”

Candor and honesty are the personality traits Brian relies on the most to perform his job. “Having all of the financial aptitudes in the world isn’t useful if you can’t honestly share recommendations that fit the client’s needs. Sometimes you must tell someone that they can’t retire at a certain age, or they may need to decrease their spending or work longer. Those are hard conversations to have, but you need to be honest to help them reach their goals.”

Brian holds a bachelor’s degree with a concentration in finance from Mercyhurst University and an MBA from Robert Morris University. He is a CERTIFIED FINANCIAL PLANNER™ professional and maintains insurance licenses in life, health, and disability across PA, WV, OH, SC, and NC.