Brian specializes in helping clients create personalized, long-term financial plans, with a focus on retirement income planning and wealth transfer strategies. He has worked with high-net-worth individuals and families since 2003, providing guidance on investment management, retirement planning, and legacy planning.
Prior to becoming an independent advisor with Raymond James in 2010, Brian built a successful practice with Edward Jones, serving clients in and around the Sun Cities communities of Arizona. He graduated from Arizona State University in 2003 with a Bachelor of Arts degree in Accounting and began his career preparing tax returns and working in the life insurance industry.
Brian is an Eagle Scout and remains active in his community. In his spare time, he enjoys spending time with his family, traveling, and staying active through sports and outdoor activities. He also dedicates time to serving in his church.
Brian is a native of Arizona and lives there with his wife, Erin, and their seven children.
