PFPG | Who We Are

Brian, who co-founded PFPG with Thomas Rogers in 1998, is a Certified Financial Planner® practitioner and holds the Chartered Financial Analyst® designation. His specialties include investments and retirement planning.

Brian belongs to the CFA Institute and the Maine Estate Planning Council. He is also active in the National Association of Personal Financial Advisors. Brian has served on the Board of Directors of the Genesis Community Loan Fund, which provides financing to affordable housing and community groups across Maine. He has also served as Treasurer of the Maine Planned Giving Council and of the Maine Crafts Association. Brian has been quoted in Bloomberg News, Investment News and the Portland Press Herald. He has also appeared on the newscasts of Portland's ABC and CBS TV stations. Brian is a graduate of Yale University.

Brian, his wife, and their three children live in Cape Elizabeth. Brian worked for many years in the publishing industry as a book editor and also owned a bookstore before becoming a financial planner in 1997.

Yulia works closely with Brian to support and enhance client relationships, including managing account-related documents, assisting with financial reporting, creating client communications, and maintaining office systems and bookkeeping. Prior to joining us at PFPG in 2021, Yulia’s background included managing a local book store, running an educational program, and operating her own interior design business, to name a few.

A graduate of the International School of Design, Yulia is also a practicing interior designer, stager and decorator. She lives in Yarmouth with her husband, their son, dog and cat. We encourage you to visit her website at www.yuliaconverseinteriors.com.