Prior to joining Trilogy in 2010, Brian spent several years as a Regional Operations Manager within the Environmental Industry. He has been instrumental with product development, and product implementation/production, and team management. He was most recently interviewed by the Arizona Republic about his business ethics class at Gilbert High School.
Brian works to help his clientele achieve both short and long term financial goals, from the purchase of a first home to an independent and comfortable retirement. He enjoys developing personalized financial plans that help his clients set and meet goals and implementing strategies unique to each client’s situation.
With his practice being built by referral and personal introduction only, he brings his commitment to service and excellence to all his clients.
Brian is an avid Toastmaster and serves as a member of Centurion Club in Scottsdale and Area Governor. He volunteers at Junior Achievement teaching Financial Literacy, Economics and Business Planning to high school students.
Brian is a native of Arizona and now resides in Chandler, Arizona. He currently holds Series 6, 63, 65, and Life and Health licenses.