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I’m your advocate to help protect you in a volatile world.

I need to hear your story
to understand
how I may be able
to protect you
in a volatile world.

I can coordinate
with your advisors
to help ensure
that you do not
have contradictory
tactics that may
affect your strategy.

I can help you gain confidence to implement your plan.

There comes a time when we wonder, “Is my financial planning the best that it can be?”

Finding the right Fee for Service Advisor is the first step in answering your questions.

Should we meet, we will engage in a joint discovery to determine if it makes sense for us to work together.

If, during our judgment free conversation, you determine that you don’t think we can meet your expectations, please let me know that. Likewise, we take on a limited number of clients, so if I determine that your situation does not fit my practice I will let you know that as well.

We will part as friends regardless of whether we work together or not.

About Me

With over 35 years of life experience in the world of wealth advising, economics, business, and raising a family, Brian brings the experience and integrity that is expected for and by the people we work with.

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