Brian Lavoie

For more than 20 years, Brian Lavoie has been advocating for and consulting with families, businesses, and nonprofit organizations on their financial challenges, helping them to grow, protect, and distribute their wealth. Brian has a Bachelor of Arts in Economics from Dartmouth College and a master's degree in Finance. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, and has been instructing aspiring advisors in the coursework to become CFP^® professionals for more than 15 years.