Financial Advisor, Partner

High-touch, meticulous wealth management for on-the-move executives



Financial Advice That Upholds Your Vision For The Future

Committed to timely, well-researched and impactful service that actually impacts your life for the better.

As an advisor and co-founder of Journey Strategic Wealth, I believe in the transformative power of collaborative communication and precise attention to detail.


  • Robust planning that addresses the financial realities of our clients, particularly those with concentrated businesses or stock holdings.
  • Foresightful tax optimization that minimizes tax liabilities and maximizes efficiency.
  • Legacy-oriented estate planning to position your loved ones and philanthropic visions for a fulfilling and stable future.
  • Regular conversations with you, which we see as a vital extension of our commitment to unrivaled, high-touch service.


Grow and maintain your hard-earned wealth with strategies that reflect your vision and position you and your loved ones for the future you deserve.


Complex transfers of wealth can be daunting. Our talented, experienced wealth managers prioritize your well-being in the midst of rapidly evolving financial scenarios.


When money moves, taxes follow close behind. We deploy anticipatory, customized tax strategies that optimize each of our client’s tax situations.


Financial Advisor, Partner

Located just outside of New York City, Brian has dedicated his career to helping individuals and families manage their wealth on their terms. As an experienced financial advisor, he knows how important it is to deploy wealth in a manner that lets individuals achieve their dreams. As the co-founder of Journey Strategic Wealth Advisors, he knows the unique challenges and complexities that accompany individuals with an entrepreneurial vision. 

For Brian, the decision to build a business on clear communication is intentional: he knows the power and peace of mind that comes with regular reassurance and steadfast solutions. High-level planning and high-touch service are a rarity in today’s world, but Brian and his team know just how powerful those assets can be for their clients, as they build and preserve the future they desire.


From Stuck to Strategic: How Coaching Unlocks Your Financial Potential

by | Apr 12, 2024 | Blog,Laurie Adams | 0 Comments

Each of us has a unique story — our personal relationship with money, what it means to us, our family, our priorities, and our long-term dreams. My dreams included a...

Presidential Election Forecast: How Will Markets and Your Finances Be Impacted?

by | Mar 25, 2024 | Brian Flynn | 0 Comments

Every four years, Americans across the country head to the polls and decide who will take on the position of President for the next four years. Between yard signs,...

2024 Tax Organizer Checklist for Self-Employed Business Owners

by | Mar 8, 2024 | Blog,Kristin Barlow | 0 Comments

With April 15 fast approaching, now’s the time to gather up all those tax documents that have been accumulating on your desk and prepare to file. But as a self-employed...

How Diversification Reduces Risk in Your Portfolio

by | Feb 20, 2024 | Brian Flynn | 0 Comments

One of the most fundamental concepts of investing is diversification. It’s why people say, “Don’t put all your eggs in one basket” and often incorporate a wide array of...

Building Your Wealth with Private Credit: What Every Investor Should Know

by | Jan 19, 2024 | Brian Flynn | 0 Comments

The traditional 60/40 portfolio of stocks and bonds may feel like a well-worn path, but savvy investors are looking for diverse opportunities. In a world where...

Tax-Efficient Wealth Transfer: The Family Trust & FLP Playbook

by | Jan 4, 2024 | Brian Flynn | 0 Comments

Affluent families, especially those operating business ventures together, face unique financial challenges and complexities — particularly when it comes time to...

Estate Planning for Business Owners: Tax-Efficient Ways to Transfer Your Company to the Next Generation

by | Nov 27, 2023 | Brian Flynn | 0 Comments

It’s never too early for business owners to start thinking about their business’s future sale or transfer. In fact, the longer the lead time, the more opportunity...

The Hidden Tax Traps of Retirement Account Withdrawals and How to Avoid Them

by | Oct 6, 2023 | Brian Flynn | 0 Comments

Retirement marks a major step in one’s life. During rough days at the office or in the midst of difficult managerial decisions, retirement served as a motivational goal...

What is the pink tax

The Pink Tax

by | Mar 13, 2023 | Blog,Business | 0 Comments

Have you ever been to the pharmacy to buy something as small as razors and noticed that razors in the pink packages next to all the fruity-scented shaving cream cost a...

2023 Tax and Retirement Plan Contribution Changes

2023 Tax and Retirement Plan Contribution Changes

by | Feb 17, 2023 | Blog,Business | 0 Comments

The Internal Revenue Service (IRS) has announced a 7.1% adjustment for tax brackets in 2023, one of the highest adjustments we’ve seen in decades, meaning that...

Secure act 2.0

What Does the Secure Act 2.0 Mean For You?

by | Jan 17, 2023 | Blog,Business | 0 Comments

There’s a lot of talk about the Secure Act 2.0 and how it will affect retirement planning. But what does it mean for you? Here’s a quick overview of the key...


Brian Flynn

Financial Advisor, Partner

Mike Brown

Financial Advisor, Partner

John Solik

Financial Advisor, Managing Director

Amanda Pasquale

Investment Operations Manager

Ryan Simpson

Operations Associate

Karen Samuels

Investment Operations Manager

Cody Capobianco

Investment Analyst

Mark Lebida, CFA®

Managing Director, Investments

Jason Sangekar, CFA®

Managing Director, Capital Markets

Penny Phillips

President, Partner

Damian LoBasso

CEO, Partner

Erin Moeller

Chief of Staff

Your Home Team, Your Family Office

Our clients come to us from across the country and around the world. When they engage with us, they can rest assured that they’re getting the very best, most efficient financial planning for major money-in-motion events, estate planning and intergenerational transfers of wealth. 

We’re fluent in the many solutions of wealth management. Our team continuously monitors changes to tax codes and laws. We hold regular reviews of our clients’ holdings and anticipate how evolving market, regulatory and economic conditions have the potential to impact our clients, their businesses and the legacies they want for the future. 

We know that our commitment to service is unique and we’re proud to offer our clients a level of communication and personalization that’s truly unparalleled.