Brian has been a CPA since 2008. He provides financial services to individuals, corporations, and trusts.
Brian earned a bachelors degree in accounting and quickly earned his CPA certification. He also holds the series 7 and 66 licenses for investments in addition to his life, health, and property casualty insurance licenses.
Brian's philosophy is to have his team provide in-depth financial and asset protection consultations. He believes these two ideas go hand-in-hand.
Brian grew up in Texas. He enlisted in the Navy in 1992 and was enlisted for 10 year. He was stationed aboard the USS Spruance (DD-963), stationed in Bad Aibling, Germany, and finally San Diego. He has three children and is a resident of La Mesa.