About
Brian is a Regional Vice President at Wealth Enhancement, where he works with financial advisors and their clients to deliver thoughtful wealth management solutions and help address their broader financial goals. Brian brings more than a decade of experience in the financial services industry, with previous roles at Fisher Investments, John Hancock, Merrill Lynch, and Charles Schwab. Throughout his career, he has developed extensive experience in investment management, financial planning, portfolio construction, and building lasting client relationships. He earned a bachelor’s degree in hospitality management from Northern Arizona University, where he developed a strong foundation in client service, relationship management, and strategic problem-solving that continues to influence his approach to serving advisors and clients today.
Outside of work, Brian lives in Orange County, California, with his wife and their three boys. When he’s not focused on helping clients and advisors, he enjoys spending time with his family and taking advantage of the Southern California lifestyle. The family loves getting outdoors, spending time at the beach, traveling, and creating new experiences together.
Education
- BS – Hospitality Management, Northern Arizona University