I became a financial advisor in search of freedom. Freedom to work with who I wanted, when I wanted, and how I wanted. What I've discovered is I really enjoy helping others achieve that same freedom. I am asked regularly the question that is on many people's minds, how much do I need? We can answer that question for you. And many others. Like, how do I give to charity? Which accounts should I be saving in? When is the best time to pay off the rest of my debts? How much do we need to save for college? The answers to these questions and more are easily obtained with a little work. Let's have a discussion and see which is most important to you right now.
Brian is the proud father of five beautiful girls. Yes, you read correctly, five... all girls! Brian met his wife, Sheramy, when he was stationed at NAS Pensacola, Florida attending flight school as a US Marine. Later, while stationed in Iwakuni, Japan, Brian and Sheramy decided it was time to get serious about their student loans. In 2012, they enrolled in Financial Peace University at their local church, and Brian found that he absolutely loved the disciplines of goal setting, planning, and investing. Imagine that, a Marine Officer who enjoys goal setting and planning!
It wasn’t long after completing Financial Peace University that Brian found himself helping other Marines work toward their financial goals, and that’s when he realized that he loves helping people change their lives through finance! Brian went on to earn an MBA in financial planning from California Lutheran University.
Since 2016, Brian has served as a trusted financial professional in Prescott, AZ. He and Sheramy are committed to serving and teaching in their local church, he hosts a free monthly “coffee club” to provide financial education to his clients and members of his community, he has taught multiple Financial Peace University Courses, and after working the baby steps for eleven years, Brian and Sheramy FINALLY paid off their house in 2023!
Brian is looking forward to sharing his passion for goal setting and REACHING, with each and every one of his clients. For him, financial advising is about more than the money, it’s about helping his clients live their values, dreams, and purpose!
Born and raised near Kansas City, my family and I moved to Flagstaff in 2014. We enjoy skiing, hiking and sports. My wife and I have four children, one dog and one guinea pig.In 2004, I began my career as a financial advisor and founded Ryleigh Wealth Management in 2020. Since the beginning of my career, I’ve held the AAMS© designation which provides me a foundation for making recommendations to clients. Roxanne and I take a personal interest in the families we help. Yours may be a good fit for us if you have a complex situation such as multiple generations to consider, a business or real estate, a divorce or death, or the need for customized tax strategies. We’ll partner with your CPA and attorney to develop a strategy that works for you.I regularly volunteer for Christ Church of Flagstaff and support these wonderful local organizations:-Sunshine Rescue Mission-Amor Ministries-Hope Cottage-United Way-Feeding Northern Arizona’s Future-YMCA-Cancer Support Community Arizona-Northern Arizona Health Care Foundation-Indian Bible College-Salvation ArmyI received my private pilot’s license in 2018 and volunteer in support of Flights for Life to deliver lifesaving blood donations.
After a wonderful childhood in Southern California, I moved to Arizona in 2008 to attend Arizona State University. Four years later, I married into the military and moved to Okinawa, Japan for three years. In 2016 we relocated to Arizona permanently. We moved up to Flagstaff in May 2018 and enjoy the beautiful weather up here.
I began working with Derrick in June 2018. We are both passionate about helping our clients reach their personal and financial goals to achieve a work-optional lifestyle. I support this mission by managing the administrative tasks and making it simple and convenient to partner with us.
Outside of the office, I enjoy spending time with my family. We have two toddlers, a three year old son and a one year old daughter. Things are never quiet at our house!
Client Service Specialist
Sheramy was born in Prescott, and raised in The South. After meeting Brian while he was stationed in Pensacola, they were married and subsequently spent three years in Japan and three years in San Diego, CA. Growing up, Sheramy spent Summer and Christmas vacations visiting family in Prescott, and always knew she wanted to live here again someday. When she and Brian left the Marine Corps in 2016, she was able to fulfill her dream of calling Prescott "home".
Before leaving Pensacola, Sheramy completed her Master’s Degree in Psychology, specializing in Counseling, at The University of West Florida, and for the past 15 years she has fully dedicated her gifts and talents to her home and five beautiful daughters, where she has used that psychology degree every day! She is looking forward to sharing her love for serving others, and her Southern hospitality with Brian’s clients as his Client Service Specialist.
If you are looking for a life work balance that offers the guidance and support of an experienced team without losing the freedom to serve your clients in a way that works best for you, consider joining our team!