With offices in both ROSEVILLE and CARLSBAD, Brian's devotion to helping people is what has driven him throughout his career. A career with more than a decade of experience in financial advisement, planning, and management. It is his diversified experience that has shaped Brian's approach to wealth management, asset management, and retirement planning. This knowledge along with his commitment to understanding every client's needs ensures a unique experience for both clients and businesses looking to plan for their future.
The advisor to client relationship is extremely important for Brian's business as he believes investment decisions should be driven by more than just risk tolerance or suitability but by a sound financial plan that is specific to each client's goals and values.
Outside of his career as a financial advisor with HBW, Brian has owned multiple businesses as both a sole proprietor and corporate executive. As a former educator, Brian has taught at multiple universities and developed certification programs for multiple organizations. A father of four children, Brian understands the importance of planning for the future and protecting what matters most.
BA - Kinesiology
California State University, Chico
08/01/2002 -05/31/2005
MA - Kinesiology
California State University, Chico
08/01/2005 -05/31/2007
PhD - Curriculum and Development
Arizona State University
08/01/2009 -05/31/2011
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Investment advisory services offered through HBW Advisory Services LLC., HBW Insurance & Financial Services, Inc. dba HBW Partners and HBW Advisory Services LLC are under separate ownership from any other named entity.