,CFP®
Brian works closely with people who are busy juggling the demands of business ownership and careers while accumulating their own wealth and often managing other family finances. He understands his client’s complex lives and financial needs and communicates their options clearly so they can make informed choices on the strategies that will best help them reach their goals. Life comes at you fast, and Brian is there every step of the way to help make certain bumps in the road don’t become pitfalls.
What sparked your interest in financial planning? What fuels you every day in your work?
For me, it’s working to make sure my clients are never in a place where they feel unprepared. My parents never prepared for retirement. As I got older, I started to notice that and didn’t think it was a wise choice. Then the unthinkable happened and we lost my father prematurely. I was the one who was tasked with helping my mother assess where things were financially and make certain that she was taken care of. I think of that often when I’m working with my clients. If I can help ensure that they have confidence in their financial lives, when something unexpected happens, they will at least know that their finances are in order.
How do you feel you help to create impact for clients?
Helping clients achieve peace of mind has a great amount of impact. Money can be such a stressful topic. When I am able simplify or demystify it, and help my clients feel safer about their future, that is why I do what I do.
What do you enjoy most about working at Modera?
I have worked at several firms in the financial services industry. I will say that Modera has been the friendliest, most welcoming group of people I’ve ever experienced. I am a part of a team that are happy to come to work and serve clients. And the client truly comes first here. I see it play out consistently.
When you retire you’re going to…
Travel. My wife and I love to travel now and I long to take months-long trips to amazing locations around the world.
CERTIFIED FINANCIAL PLANNER®
Northern Arizona University
Bachelor of Business Administration in finance, concentration investments
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