Brian has over three decades of experience in financial planning and has a conservative investment philosophy. He is a CERTIFIED FINANCIAL PLANNER™ professional, holds various licenses in insurance and securities. Working with Raymond James allows Brian to work independently and utilize many different investment resources. Raymond James provides his clients the tools they need so they can securely access their investments. Brian’s motivation comes from the enjoyment of building long-term multigenerational relationships, and he cherishes the responsibility of his client’s trust. Meeting the next generation and teaching good savings habits is one of Brian’s specialties.
Brian graduated from University of Washington and is a huge Husky Football and Basketball fan. He has always supported his Alma Mater, has served on the UW Tyee Board and was on a Tyee Council for 36 years. Brian plays golf regularly with friends at Rainier Golf and Country Club, enjoys taking walks with his wife and dog Champ at Lincoln Park. During the summer he likes entertaining friends and family on his boat in Puget Sound.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.