Enthusiastic and fun, 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. A gifted communicator, he educates clients and helps them comprehend complex financial concepts. Brian wholeheartedly strives to exercise each aspect of life: work, mental, physical, family and faith. Balance between these areas is important. His professional mission is to empower families by providing financial advice. By helping families gain financial clarity, he seeks to free them from stress and provide confidence to pursue a meaningful life and legacy in the areas which matter most.
Brian graduated with honors from the University of Washington in 2006. He earned his Certified Financial Planner designation in 2009. Personally, Brian is an avid cyclist and in 2004, rode his bike across country to raise money and awareness for people with disabilities on Push America's Journey of Hope. Brian and his wife, Claire, are joyful parents to Preston and Brielle.