Brian started in the financial services industry in 1999 and has extensive experience in helping affluent clients make smart financial decisions. He is primarily responsible for leading the group's planning and wealth management initiatives where he manages and protects the continued prosperity of a select group of business owners, successful professionals and their families. A member of UBS' Director's Council, he holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Plans Specialist designations. In addition, he earned his B.S. in Business Administration – Financial Services from San Diego State University. In 2015 and 2016, he was named one of UBS' "Top 35 Under 35" Advisors in the nation. In his community, Brian is active with the Financial Planning Association and Junior Achievement.

• CERTIFIED FINANCIAL PLANNER™
• Chartered Retirement Plans Specialist
• "Top 35 Under 35" at UBS in 2015 & 2016
• Member of UBS' Director's Council

• B.S. Financial Services, San Diego State University
• CERTIFIED FINANCIAL PLANNER program, San Diego State University

• Series 7, General Securities Representative
• Series 66, Uniform Combined State Law
• Series 31, Futures Managed Funds
• Life and Health Insurance Licensed CA (#0G38334), AZ, NV

• Brian enjoys playing golf and tennis in his free time.

AZ, CA, CO, CT, FL, GA, ID, IL, IN, MA, MD, MI, MN, NC, NJ, NV, NY, OR, TN, TX, VA, WA