Brian is an Arizona native with over 15 years of experience in the financial industry. Brian works closely listening to the client to develop a customized roadmap to address client goals, objectives and concerns.
Brian earned his bachelor’s degree from the University of Phoenix. He earned his Certified Financial Planners designation in 2012. He also holds his Chartered Financial Consultant (ChFC) and Chartered Retirement Planning Counselor (CRPC) certifications.
Brian is married, has 1 daughter and enjoys staying active and spending time with the family.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The ChFC® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States. National Producer Number (NPN): 14176913