Over 25 years ago, Brian joined the financial services profession as someone enthusiastic about the stock market. Years of experience later, he is passionate about helping people take complex ideas and turning them into understandable solutions for their own situations. Brian specializes in working with small business owners and families in Orange and Los Angeles Counties. He joined Lincoln Financial Advisors (“LFA”) in 2015, and has been recognized by the LFA Orange County Regional Planning Office as their New Organization Planner of the Year* in 2016 and 2017.
He earned the Bachelor of Science in Accounting from Arizona State University, completed course work at the College for Financial Planning, and he is pursuing the Certified Financial PlannerTM Professional certification from Kaplan Financial Education.
Brian and his wife reside in South Orange County with their 3 kids and 3 dogs. They are active participants of Mission Viejo Christian Church, where he currently volunteers as Head Soccer Coach of the Junior High School. When not with clients, Brian can be found surfing, skiing, snowboarding, and playing music and soccer with his boys.