Brian helps clients connect with the comprehensive, yet approachable, financial guidance provided by the Peaks Financial team. Drawing on more than 18 years as a financial professional—and over two decades of prior experience in high-tech and manufacturing—Brian brings a unique blend of analytical insight and real-world understanding to each client relationship.
With an MBA from Arizona State University, he specializes in integrating insurance solutions within broader wealth strategies, helping clients protect what matters most while pursuing long-term financial independence.