Brian is excited to partner with MJ Baker Financial Advisors. His responsibilities include being an operational point of contact and providing task ownership, support, and coordination with internal teams at Commonwealth, collaborating with various internal operational teams across the firm to research and resolve complex issues, and managing client data in Commonwealth’s CRM platform to create and distribute reports, prepare for client meetings and calls, and create procedure workflows. Prior to joining MJ Baker Financial Advisors, he worked as a mortgage loan closer for Homepoint and a reporting analyst for BNY Mellon. He graduated from Kent State University with a degree in justice studies and is a certified notary public. In his spare time, he enjoys golfing and scuba diving.