Born and raised in Salem, OR, Brian spent time as an analyst with the United States Air Force. Following his enlistment, he graduated from Oregon State University earning a bachelor’s degree in Investment Finance coupled with a minor in Computer Science.
He began his journey in financial services following college in 1986 as a Financial Advisor with Waddell & Reed. His work directed him into field management. He was eventually asked to work directly for Corporate with advisors across the greater northwest territory and California. His skills encompass practice management, financial planning and client-focused support. It is with a deep commitment to these disciplines that Brian joined Financial Advocates in 2021 as a Business Consultant to continue working with advisors.
Brian and his wife Kristine split their time between Vancouver, WA and Redmond, OR. When not working Brian may be found hiking in the forest with his two dogs Riley and Cooper or pursuing a lifelong passion for fly fishing.