After retiring as a Captain in the USMC, Brian has been a business consultant to doctors and surgeons for the past 25 years. After a chance meeting with Jason Stock, he knew right away that the Financial Advisory world was where he wanted to be.
His specialty is working with high net worth/high income individuals. He incorporates advanced strategies that not only mitigate taxes, but grow wealth and income while reducing risk. Brian loves what he does and shows in his results.