Brian
Sites
CFP®
Here to act in your best interests
About me
I am dedicated to empowering clients to reach their personal financial goals and making the large world of financial planning a little easier for them to understand through thorough education. If I am not at the office helping clients achieve their financial goals, I am most likely enjoying time outdoors, playing sports, or traveling with my family. I’m married with one son.
Certifications
CERTIFIED FINANCIAL PLANNER™
Education
Bachelor of Business Administration, Finance - Walsh College
Visit one of our Locations
Detroit II - Northville
39775 Traditions Drive
Suite D-800
Northville, MI 48168
Detroit III - Ann Arbor
2950 South State Street
Suite 250
Ann Arbor, MI 48104
Detroit IV - Novi
39555 Orchard Hill Place
Suite 365
Novi, MI 48375
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
