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Brian Bailey, Ph.D, CFP®

Brian Bailey, Ph.D, CFP®

President/Wealth Manager



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 Securities 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.


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