As a Financial Advisor, Brian’s main goal is to help his clients make well-informed decisions regarding protection, retirement, leaving a legacy and business succession planning. Brian takes the time to understand what his client’s current needs, wants and goals are. He also understands that as his clients move through the different life stages these priorities may change. As a result, he proactively helps his clients monitor and adjust their financial plan on an ongoing basis.
Brian has a B.S. in Business Marketing, Economics and a Certificate in Applied Finance and Economics from Southern Oregon University. He also received membership in the Omicron Delta Epsilon Economics Honor Society.
Brian has his Series 6, 7, 63 and 66 registrations and is licensed in annuities, life insurance and long-term care.