With over 16 years of experience in financial services, Brian specializes in helping families and business owners take control of their financial future through personalized, comprehensive planning. His approach combines wealth management, retirement planning, and risk management strategies tailored to each client's unique goals and challenges.
After Waddell & Reed was acquired in 2021, Brian transitioned to LPL Financial, where he continues to pursue providing trusted, relationship-driven advice. A proud Las Vegas resident for more than 25 years, Brian holds a Bachelor of Science in Business Administration from the University of Nevada, Las Vegas. He is both a Certified Financial Planner practioner™ and a CFA charterholder®-credentials that reflect his commitment to excellence and fiduciary responsibility. Brian also maintains Series 7 and 66 securities licenses with LPL Financial and is licensed to practice in 13 states, which allows him to help clients across a wide range of locations.
When not in the office, you can find him volunteering in the community, exploring new places, enjoying a good meal, or spending time with his family.