Director, Client Services
Trust and collaboration. These are the two pillars underlying each relationship that Brian builds with clients. And these pillars tend to grow stronger as time passes. The result is that the advice and strategies that Brian provides to clients are precisely targeted to serve their needs and goals, even as those change and evolve over time.
With more than 20 years of experience in wealth management, Brian greatly enjoys the challenges that come with analyzing and optimizing each and every aspect of a client’s finances. That is what trust is all about, he says. Clients can trust that their wealth plan is optimally implemented, with no loose ends. And that we will be there to advise on any and all of their concerns, even those that are not directly financial.
Designations and Education
- B.A. in Sociology
Western Washington University
Community and Industry Affiliations
- Treehouse for Kids
- Western Washington University