Success wealth management
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Meet the team

Our Investment Specialists

Brian Goldman

Brian Goldman

Managing Partner/ Chief Compliance Officer/ Investment Adviser Representative
Western Pennsylvania
(412) 897-0760call phone number icon
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Brian Goldman transitioned to a career in financial services from a career in sports public relations where he worked in the NHL and in college athletics. Originally from the Washington, D.C. metro area, Brian earned his Bachelors Degree from Pitt and a Masters Degree from California University of Pennsylvania. Brian resides in the Pittsburgh area with his wife and their two sons.

Greg Brawn

Greg Brawn

Investment Adviser Representative
Western Pennsylvania
(814) 490-2085call phone number icon
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Greg Brawn graduated from Edinboro University in 2009 with a bachelors degree in Finance. He has spent the last 11 years helping clients achieve their financial goals and dreams, as a financial advisor and retirement specialist. Greg enjoys golfing and bowling and lives in Edinboro, a small town just outside of Erie.

Kendra Carano

Kendra Carano

Investment Adviser Representative
New England
(401) 793-1522call phone number icon
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Kendra Carano graduated from Johnson & Wales University in 2015 with a Bachelors Degree. Following in her father’s footsteps, she entered the financial services industry shortly after graduating. Kendra takes great pride in helping clients and families achieve their financial goals and setting them up for the retirement of their dreams. Kendra currently resides in Johnston, Rhode Island.

Aaron Gagnier

Aaron Gagnier

Investment Adviser Representative
New England
(508) 989-3803call phone number icon
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Aaron Gagnier graduated from Bryant College with a Bachelor's degree in Business in 2001. He joined the financial services industry shortly after graduation and has been providing guidance to individuals as they plan their future and assists them with achieving their goals ever since. Aaron joined Success Wealth Management from its founding in 2019. He resides in Southeast Massachusetts with his long-time girlfriend and 3 daughters.

Daniel Griego

Daniel Griego

Investment Adviser Representative
Austin, Texas
(210) 542-2797call phone number icon
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Jessica Jones

Jessica Jones

Investment Adviser Representative
Ventura, California
(805) 905-1662call phone number icon
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Jessica Jones started in the financial services industry in 2010. Utilizing a holistic approach to investing and planning for retirement, Jessica believes educated clients make informed and suitable decisions. She enjoys helping clients with a strategy tailored to their specific needs and goals. Jessica and her husband, Steven, reside in Ventura, California, with their son, Vaughn.

Supporting Staff

Brian Goldman

Brian Goldman

Managing Partner/ Chief Compliance Officer/ Investment Adviser Representative
Western Pennsylvania
(412) 897-0760call phone number icon
email person icon
Jim Artman

Jim Artman

Managing Partner
Western Pennsylvania
(412) 919-0100call phone number icon
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Shannon Phillips

Shannon Phillips

Office Administrator
Western Pennsylvania
(412) 919-0100call phone number icon
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