Brian joined Dan White and Associates in November 2023, with over 20 years of experience in financial services. He initially started as a back-office manager responsible for leading a team of processing associates, before moving into an Advisor role managing client portfolios and providing financial planning advice. He has been a Certified Financial Planner® since 2008 and holds the Series 65 Registration. Brian is an investment advisor representative with CoreCap Advisors, LLC.

Brian is excited to bring his skills and experience to Dan White and Associates, working with our Retirement Planning Advisors to make sure they have what they need to provide excellent service and advice to our clients.

Brian is a lifelong resident of Chester County Pennsylvania. He attended Widener University for his undergraduate degree and holds a Bachelor of Science in Management. He then continued his education at West Chester University where he earned an Executive MBA. He has two adult children, and currently lives in West Chester Pennsylvania.

When he is not at work, the family enjoys a wide variety of outdoor activities. Kayaking, rock climbing, mountain biking, and hiking the Appalachian Trail to name a few.

Advisory services offered by CoreCap Advisors, LLC, a registered investment advisor. CoreCap and Daniel A. White & Associates are separate & unaffiliated entities.

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