Brian J. Lockett, CFP®

As Comprehensive Wealth Management’s Vice President, lead advisor, and a Certified Financial Planner™ professional, Brian brings decades of expertise and a personal and fiduciary commitment to put clients first. Brian is also an Accredited Estate Planner® (AEP®), a graduate level, multi-disciplinary specialization in estate planning.

Brian is responsible for helping clients define their lifestyle goals and intentions – what it means for them to live richly – and developing thoughtful strategies to help pursue their purpose. He partners with individuals and families to understand their long-term goals from the simple to the highly complex, while also coaching clients and collaborating with their extended team of outside professionals such as CPAs or estate planning attorneys. This holistic approach enables Brian to create cohesive, bespoke strategies designed to help clients reach their personal aspirations; whether that involves achieving financial objectives that create space for passions like world travel, running a business, or developing successful saving strategies to support a work-optional lifestyle.

Brian has extensive experience in the areas of financial planning, 401k group plans, investment strategies, insurance and charitable giving strategies. He is also passionate about promoting financial literacy in the Pacific Northwest, through sharing his insights in local publications or serving as a guest speaker at his alma mater, Washington State University (WSU).

Brian graduated with a bachelor's degree from the College of Business and Economics at WSU and was a member of the Mu Kappa Tau Honor Society.