Brian earned his degree in Business/Finance from the University of Akron and has been in the pension field since 1998. In 2002, he joined CBS and currently supervises the Defined Contribution department.

Brian’s Designations include: 

• Enrolled Retirement Plan Agent (ERPA)
• Qualified Pension Administrator (QPA)
• Qualified 401(k) Administrator (QKA)

Brian is based in our Ohio office. Email link to Brian.