– FINANCIAL PLANNER –
Brian was born and raised in Sunnyvale, CA and attended Kings Academy High School where he played soccer and studied the tenor saxophone. After graduation, he moved to Sacramento to study Business Marketing at CSU Sacramento and where he was an active member of the Phi Delta Theta fraternity. Brian received his Bachelor of Science in Business Marketing.
Shortly after college in 2007, Brian started his own insurance practice as an independent advisor with a focus in life, health and disability. As his business grew and he saw the need to offer full financial plans to clients, Brian received a certified Social Security claiming strategist, public notary and Series 65 certification.
Brian lives in Folsom with his wife, Olivia and their 4 children, Harris, Levi, Axel and Audrey. In his free time Brian enjoys paying blues harmonica with many local bands, taking his kids 4-wheeling in his jeep, and training at the local boxing academy.
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