Putting your money to work for you means more than investing to Josh. It means proactively giving your dollars a job to work for your life goals. Believing that financial planning should be simple and effective, Josh developed the seven convserattons about money and one-page plan focused on actions and decisions.

Josh began his career in the non-profit sector where he focused on fundraising and leadership. His roles included Development and Communications Director for Tacoma Youth For Christ and Executive Director for Youth For Christ in San Diego. In 2018, Josh transitioned his passion for helping people express their values through financial stewardship to his current role as an LPL Financial Planner. Josh is involved in several local non-profits and also works as a fundraising event emcee.

Josh loves pizza movie night with his kids, a good coffee paired with a good book, rock climbing, and likes to live a balance between being cozy on the couch and hiking a trail.

Registered to offer securities through LPL Financial in the states of AZ, CA, ID, IL, OR, TX, and WA, and licensed to sell insurance in the state of WA.

Learn more about how Josh works with clients:

Financial Planning

Budget Coaching

Brian currently operates and manages his Wealth Management practice as a dually certified and licensed Certified Public Accountant (CPA) and Certified Financial Planner (CFP^®) which allows him to provide specific individualized advice and recommendations that take in account all aspects of clients situation.

Brian started his professional career back in 2004 at Moss Adams LLP (CPA Firm) in Tacoma after graduating from Pacific Lutheran University, with two undergraduate degrees (Bachelor Degree in Business Administration with an Accounting Concentration and Bachelor's of Science in Economics). After six years working in the accounting and tax world, he decided to pursue his securities licenses. In January 2011 he became full securities licensed (Series 7 and Series 66) so he could start working with clients as both their CPA and as their Financial Advisor. In December 2019, he also became a Certified Financial Planner (CFP^®) and expanded financial advisory practice to be a full service Wealth Management practice.

Brian focuses on developing and maintaining long-term relationships with clients based on trust. He believes spending time and getting to know each client's personal and financial story is one of the most important factors in helping clients achieve their personal and financial goals. He is able to provide a full assortment of individualized financial planning and investment strategies for clients. 

Brian and his wife, Erica live in Pierce County are proud parents of their two children. He enjoys spending time with his family and friends, playing golf, traveling, cooking and volunteering.

Registered to sell Securities in the following state(s): AL, AZ, CA, CO, IA, IL, MI, MN, MT, NV, OR, TN, TX, VA, WA, & WI.
Insurance license(s) AZ, CO, NV, OR & WA