Lead Financial Advisor
Brian has approximately 500 training hours as a personal coach, which he uses when helping people navigate money decisions. His clients include (but are not limited to) families managing an inheritance, business owners, physicians, and mental health professionals.
He is a CERTIFIED FINANCIAL PLANNER™ practitioner and graduated from Hartwick College in Oneonta NY with a B.A in Business Management where he played basketball.
Before joining Archvest, Brian has served financial service companies in sales and distribution for over a decade.
Brian lives in Los Angeles with his two doggies, Petey and Maddie, and spends time with friends and family via basketball, hiking, and occasionally awkward dancing, and about once a year, acting.
We start by working together to develop a personalized investment plan for you. We then monitor that plan and update it as needed—keeping you informed from the start about the risks and potential reward. The strategies we embrace are grounded in long-term economic truths, adjusted for today’s market and your individual circumstances.
In our fiduciary obligation to put you first, we limit the number of clients we serve. That way, we’re available when you need us to listen, plan, guide, and even celebrate.
