Brian is following the footsteps of his father who was a financial planner for over 20 years. The best advice he received was from his father. “Time and time again my father would tell me to Always be honest, do the right thing for the client, and everything else would take care of itself,” Brian said. In an industry that has had its ups and downs, he has taken that advice to heart. Brian underst
ands that every client presents unique situations and his focus is to listen and develop a financial plan that is best tailored to the client’s individual needs. He specializes in working with families who are planning for retirement, looking for college funding strategies, have life insurance needs, along with many additional areas of financial planning. Brian studied at Rice University where he earned his CERTIFIED FINANCIAL PLANNER ™ designation. He also attended the University of Houston and majored in Business Administration concentrating in Finance and graduating Magna Cum Laude. Brian has 13 years of experience as a financial planner and works with a team that has a combined 53 years experience. Brian and his wife Katie live in League City. They have two boys, Parker who is 6 and Drake who is 4. His wife is a Nurse Practitioner at UTMB Hospital in Galveston, TX. One of Brian’s favorite things to do within the community is to adopt a family through the Salvation Army during the Christmas Holidays. “Seeing young children and their parents who are less fortunate be able to open presents and eat a good meal on Christmas Day is priceless,” Brian said. Brian claims he is the #1 Houston Texans fan, and he enjoys fishing, boating, traveling and BBQ’s with the family.
