“I think a lot of planners try to project this image that they alone have a special kind of magic to build wealth. Here’s what’s true: managing wealth is a job like any other, and it requires a lot of hard and diligent work.”
In addition to sound financial strategies and tactics, he attributes the firm’s success to its high standards of client service and an adamant belief in the fiduciary relationship between the wealth management team and the client.
Brian graduated with a Bachelor of Arts from the College of Business and Economics at Washington State University and was a member of the Mu Kappa Tau Honor Society. As Vice President and a CFP® for Comprehensive Wealth Management, Brian is not only responsible for monitoring and assisting with certain firm operations, but also meeting with clients to review their portfolios and advise them on a myriad of financial matters from the simple to the highly complex. He has extensive experience in the areas of financial planning, 401k group plans, investment strategies, and insurance.
Brian enjoys engineering, photography, and hiking with his wife Shilo, their sons Adam and Benjamin, and their two dogs. He also currently serves as a trustee for Washington State University and avidly supports initiatives and coursework geared towards improving financial literacy education.
|Brian was awarded the 2015 Five Star Wealth ManagerSM. Learn More >|
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