Brian is well recognized in the field of financial services. He specializes in working with families and privately owned businesses with an an expected average minimum of $250,000 to $1,000,000+ in investment assets. Unlike many advisors, Brian is devoted to customer service and overall client satisfaction. He has been recognized by his brokerage firm for providing outstanding client service for the last three consecutive years.
"Our mission is to help you Become Your Financial Best by making great investment decisions so you can enjoy a more fulfilling life; travel more, vacation more, spend more time with your family and worry less".
When he is not working, Brian spends most of his time with his family; a wonderful wife Carisa and two lovely daughters Lauren (7) and Leah (6). He enjoys traveling to various beaches on the east and west coasts and studying physics. In his spare time, he competes in intermediate distance triathlons. Hobbies - exercising, studying physics, solving problems.
Professional Background
Founder and owner of Shedleski Investment Services, Inc.
Holds CFS designation, Series 7, 24, 63 Licenses and state Insurance Licenses
Graduate of Penn State University, 1995
Served as guest lecturer, Penn State University
Providing expert financial advice since 1999
Awarded for outstanding client service (by LPL Financial)
In the Public Eye
Respected educator, conducting investment seminars throughout the year
Former guest Radio Show Host, "Money In Motion" with Lou Ingargiola
Quoted in several local newspapers and seen in televison advertisements
Brian is a Registered Principal with and securities are offered through LPL Financial, Member FINRA/SIPC www.FINRA.orgwww.SIPC.org
Brian with Lou Holtz at the LPL National Conference in San Diego, CA.