Prior to joining Trilogy, Brian spent several years as a Regional Operations Manager within the Environmental Industry. He was instrumental with product development, implementation and production, and facilitated team management. Since joining Trilogy in 2011, Brian holds his Series 6, 7, 63 with LPL Financial and his 65 with Trilogy Capital, Inc., and Life and Health licenses.
With his practice being built solely by referral and personal introduction, Brian brings his personal commitment to service and excellence to all his clients.
Brian strives to enable his clientele to achieve both short and long-term financial goals, from the purchase of a first home, to an independent and comfortable retirement. He enjoys working closely with his clients to develop personalized financial plans that help them set and meet goals while implementing strategies unique to each client’s situation.
Brian also volunteers in the local business community where he sponsors FFA Scholarships, Toastmasters, Pima Farm Bureau. In 2013 he was interviewed by the Arizona Republic for a Business Ethics class taught at Gilbert High School.
Brian and his wife are passionately involved in the Agriculture community in Southern Arizona. Most recently they won 3rd place in a national agriculture competition with American Farm Bureau for their commitment and volunteer work in the Agriculture industry. In addition, Brian has completed Project Centrl A Rural Leadership program and is a member of Arizona Farm Bureau and local farm community boards.
Brian enjoys all things outdoors though is most avid about farming, mountain biking, hiking and camping. Brian is a native of Arizona and now resides in Saint David, Arizona, with his wife Terisha and all of their farm animals.