Brian's passion for financial advising was sparked by a rich family legacy in the industry, a keen interest in market dynamics, and a deep-rooted commitment to helping families reach their financial aspirations. Embracing Charlie Munger's wisdom in his client approach, Brian understands that true wealth lies not in swift transactions but in patient investment strategies.
Graduating with degrees in Business Administration and Finance from Gonzaga University, Brian went on to earn his Juris Doctorate from Seattle University. Holding his Series 7 and 66 licenses with LPL Financial, he also is a Chartered Retirement Planning CounselorTM, bestowed by the College for Financial Planning.
Outside of the office, Brian actively contributes to the community and advocates for wildlife conservation. His support extends to the Volunteer Center for Whale Research, Whale Museum, San Diego Zoo, and the UNCHR, the UN Refugee Agency. He is also involved in St. Brigid Catholic Church.
Having grown up in the picturesque La Jolla, Brian now calls San Diego home. A dedicated sports enthusiast, he finds joy in rooting for the Padres, University of Washington Huskies, Notre Dame, and Gonzaga basketball. He eagerly anticipates adding the San Diego Football Club to his list of favorites. When not cheering on his teams, Brian plays golf and softball, and explores new culinary experiences and cocktail bars with his wife, Bethany. An avid reader, Brian enjoys reading a good book in his free time.