About Brian
Brian advises individuals as well as large family groups.
With more than 40 years of experience in financial services, Brian has worked within the financial planning groups of the largest CPA firms. Prior to joining Focus Partners Wealth, Brian served as Chief Investment Officer at Adero Partners.
Brian lives in the San Francisco Bay Area with his wife, and his children and grandchildren are close by. He enjoys art, history, and traveling, especially outdoor pursuits in his Jeep or hiking with friends and family.
Education and Professional Milestones
- Pepperdine University – bachelor’s degree
Brian advises individuals as well as large family groups.
With more than 40 years of experience in financial services, Brian has worked within the financial planning groups of the largest CPA firms. Prior to joining Focus Partners Wealth, Brian served as Chief Investment Officer at Adero Partners.
Brian lives in the San Francisco Bay Area with his wife, and his children and grandchildren are close by. He enjoys art, history, and traveling, especially outdoor pursuits in his Jeep or hiking with friends and family.
Education and Professional Milestones
- Pepperdine University – bachelor’s degree