Brian graduated from California State University, San Marcos with a Bachelors of Science in Business Administration. He has over 20 years of experience in the financial services industry and has worked for many top financial firms including Charles Schwab, H&R Block, and TD Ameritrade. Brian has a strong financial background suited for any investment environment. He joined LFA in 2006 and is involved in portfolio research and the construction of client portfolios in alignment with clients' objectives. Brian also serves as a member of the Lifetime Financial Advisors, Inc. Investment Committee.
Brian enjoys his life's activities outside LFA. He is a music enthusiast, playing a very mediocre guitar but loving every moment of it. He loves sports of all kinds, however finds his time on the golf course therapeutic. Brian, his wife and two sons enjoy beach activities, cooking, music, and traveling with friends.
LPL Registered Representative