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!