Brian has worked in the financial advisory and planning arena for over a decade. He is dedicated to helping individuals and families grow and preserve their wealth, focusing on retirement planning, investment management, tax planning, and estate planning. Known for his personal approach, Brian excels at simplifying complex financial concepts, making them accessible and understandable for his clients.

Outside of his professional life, Brian prioritizes making lasting memories with his wife Shaniel, and two children, Logan and Sadie. From hiking in the Olympic mountains, to losing his voice at Seahawks games, Brian enjoys all the adventures western Washington has to offer.