Credentials and Philosophy

Brian Bailey has worked in the financial services and insurance services industries for more than 20 years.  Brian is a CFP Professional and holds applicable insurance licenses as well as FINRA Series 7 (General Secuities Representative), FINRA Series 63 (Uniform Securities Agent State Law), and NASAA Series 65 (Uniform Investment Advisor Law) securities registrations.  He also holds a Ph.D. in Counseling and Personnel Services from the University of Maryland.

Brian utilizes his combined expertise in counseling and financial services to help his clients pursue goal-based investment and insurance strategies.  Brian works on the principle that people are generally happier when their financial strategies are aligned with their values, needs, and wishes.