Brian is an experienced tax professional who devotes his professional time to structuring tax strategies in the areas of compliance, consulting, planning, and transactional work. He works closely with a broad range of high net worth individuals and privately-owned commercial businesses, specializing in the areas of energy, financial institutions, professional services, real estate, and serves as the tax practice leader for our manufacturing niche. Brian joined Lumsden McCormick in 2006 as a staff accountant, he was named partner in 2018.
Canisius College, Bachelor of Science, Accounting with a concentration in Accounting Information Systems
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
- Director, Buffalo Chapter
Manufacturers Association of the Southern Tier
Buffalo Niagara Manufacturing Association
Passed Series 7 and 66 securities exams – Financial Advisor
Elma Marilla Wales Boys & Girls Club, Board Member
The Salvation Army - Buffalo Area Services
Canisius College, Council of Accountancy
Brian enjoys spending his free time with his daughter, Mila, who was born in 2018. He enjoys cooking – making gourmet meals and spending time with family and friends. When not at home, Brian enjoys traveling. A few of his favorite spots are the Caribbean, Florida, New York City, and Boston.