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's degree 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 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.
Outside of Work
Brian enjoys engineering, photography and hiking with his wife Shilo, their two sons, Adam and Benjamin. He also currently serves as a trustee for both Washington State University Foundation and Edmonds Community College Foundation and avidly supports initiatives and coursework geared towards improving financial literacy education.
- CFP® (Certified Financial Planner)
- Series 7
- Series 66
- WA State Insurance License
Securities offered through Independent Financial Group, LLC (IFG), a registered broker-dealer, Member FINRA, SIPC. Advisory services offered through Comprehensive Wealth Management, LLC (CWM), a registered investment adviser. IFG and CWM are unaffiliated. OSJ Branch: 12671 High Bluff Dr, Ste 200, San Diego, CA 92130.
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.
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