“I love financial review meetings. They give me a chance to catch up with our clients on life as well as finances, and it gives me real joy to be able to help them pursue the things that are important to them.”

Brian always greets clients with a smile. His passion for financial planning is evident through his energetic service and creative solutions to help families pursue their goals. In addition to his role as an advisor, he also monitors the firm’s investment allocations and has been instrumental in introducing new tools and processes that enable us to deliver even more excellent client service.

Brian loves solving financial puzzles and finding creative ways to help families pursue their goals. He is passionate about financial planning and client education, and he has a gift for communicating complex ideas in a clear and informative way. As a financial advisor, his professional mission is to empower families: helping them gain financial clarity, freeing them from stress so they can pursue a meaningful life and legacy.

Brian graduated with honors from the University of Washington in 2006. Having grown up in and around MarsJewett, he was extremely proud to officially join the firm that same year. He worked in a number of different roles, getting to understand all facets of the business and our clients. He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2009 and joined the firm as a partner in 2013.

Brian wholeheartedly strives to exercise each aspect of his life: work, mental, physical, family and faith. Brian and his wife, Claire, are joyful parents to Preston and Brielle and are thrilled to share in their adventures. He is a die-hard skier, a voracious reader, and an avid cyclist. In 2004, rode his bike across the country to raise money and awareness for people with disabilities on Push America’s Journey of Hope. Brian is the former treasurer of World View Matters and he and Claire attend Imprint Church, Woodinville.