Brian Steyer

A proud veteran, Brian is dedicated to serving the everyday needs of clients and supporting advisors in delivering high-quality financial guidance. He works closely with advisors to help build comprehensive financial plans for clients, provides ongoing client service and support, manages distribution and RMD requests, delivers technical support to clients, and assists with account servicing and operational coordination across the firm.

In addition to his client service and planning responsibilities, Brian also serves as Director of Trading for Milestone Asset Management, LLC, where he oversees trading operations and works closely with the advisory team to help ensure efficient portfolio implementation and ongoing account management for clients. Brian brings the same discipline, focus, and attention to detail from his military service to both his operational and trading responsibilities within the firm.

Brian served in the United States Army as an infantryman in the 101st Airborne Division. His journey into the financial industry began in the health insurance field. He earned a degree in biotechnology and holds life, health, and annuity insurance licenses.

Brian grew up in Montgomery County, Maryland, and currently lives in Frederick. Outside of the office, Brian enjoys traveling and going to amusement parks with his daughter, Isabella. A big fan of Washington sports teams, Brian also enjoys grilling out and staying active by playing recreational baseball, basketball, and pickleball.