Accredited Investment Fiduciary®
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Bringing Purpose, Simplicity, and Coordination to Your Wealth Planning

My approach to working with clients can best be summed up in the following two quotes:

The highest level of giving “… is to help sustain a person before they become impoverished by offering a substantial gift in a dignified manner, or by extending a suitable loan, or by helping them find employment or establish themselves in business so as to make it unnecessary for them to become dependent on others.” —Maimondes (1135 – 1204) Jewish Rabbi

In a time of change, it is the learners who inherit the future. The learned usually find themselves equipped to live in a world that no longer exists. —Eric Hoffer, American Moral and Social Philosopher

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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