Testimonials

Brian listens carefully to the needs and goals of his client. He probes appropriately and diligently to determine whether he fully understands the big picture before making recommendations or providing solutions to achieve financial/estate planning goals. Brian puts the client's needs first and earns trust and the right to do business. I feel very confident working with Brian and will continue to seek and listen to his financial planning advice.

Bill McNamee-LambMcNamee-Lamb and Associates

Brian is knowledgeable, thorough and extremely client-focused. He works hard to understand client needs and provides excellent counsel.

Steve Shillington, CA, CFP, TEPTax & Estate Planning Consultant

Having known Brian for a couple of years, he has contributed more wisdom on retirement planning on both a very practical as well as philosophical level than many years of advice from other financial advisors. I recommend Brian to anyone who needs creative solutions and deep expertise on the available options to achieve their late career and life goals. Besides, he's a pleasure to deal with.

Grant Buchan-Terrellbusiness attorney