Brian has over 20 years of experience in the financial services industry. He started his career as a Bank Manager with Bank of America where he worked for 13 years servicing clients’ needs, 5 years being dual licensed allowing him to help clients with investment advice. His background allows him to give a more holistic approach to financial planning and advice.

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In 2008, he moved full time into investment advising by joining Bank of America securities managing high net worth clients’ investment portfolios.

 

In 2009, Brian decided to join LPL Financial to allow him to better service his clients and balance family and work more effectively. He has enjoyed coaching his children as they grew up and continues to coach High School football in his hometown of Scappoose.

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