Brian serves as a Wealth Manager, working directly with clients to develop and implement a cohesive strategy to address their financial, investment, insurance, tax, charitable and estate planning needs.
Prior to joining Creative Planning, Brian was a Wealth Manager and Principal at one of the nation’s largest investment advisory firms where he worked directly with high net worth individuals and families. He was responsible for having a holistic understanding of his clients’ circumstances and worked closely with them to ensure they achieved their goals. Over the course of his career, Brian has developed an in-depth knowledge of serving clients and providing comprehensive wealth management specifically for the needs of high net-worth households.
A graduate of San Diego State University, Brian stays active with the Alumni Association. He is a past President for the Kiwanis Club of San Diego Foundation and the Washington-Lincoln Laurels for Leaders, both local 501(c)(3) organizations.
Brian grew up in northern California and currently lives in San Diego with his wife and two daughters. In his spare time, he enjoys playing and coaching soccer, tennis and spending time with family and friends.