With eighteen years of experience in the tax and accounting industry and eleven years as a Financial Advisor, Brian is able to provide an assortment of financial planning and investment strategies for clients. Brian enjoys working with clients to help them work toward their goals and to make informed decisions regarding financial and investment issues.
Brian graduated from Pacific Lutheran University in Tacoma, Washington, with a Bachelor’s Degree in Business Administration with an Accounting Concentration and Economics. He holds the following Securities Registrations: series 7, 24 and 66, held with LPL Financial, along with his Washington State life insurance license. Brian is a Certified Public Accountant (CPA) And Certified Financial Planner (CFP®).
Brian and his wife, Erica are proud parents of their two children, Jacob and Analise. He enjoys spending time with his family and friends, playing golf, hiking, traveling, and volunteering.
Registered to sell Securities in the following state(s): AL, AZ, CA, CO, IA, IL, MI, MN, MT, OR, TX, VA, WA, & WI
Insurance license(s) AZ, CO, OR & WA