Brian has been serving family, business, and institutional clients by helping them with financial services needs since 1997, and is currently a Wealth Manager for Cascadia Wealth Management.
Brian typically helps clients with coordinating their financial affairs, managing their investments, improving their operations, creating strategic plans, or executing custom projects. Brian’s methodology is designed to help his clients achieve their desired outcomes while reducing risk, improving protection of assets and being tax efficient.
Brian received a bachelor of science degree in finance and law from Portland State University and a graduate degree from the ABA Stonier Graduate School of Banking at the Wharton Business School. Brian is an Accredited Investment Fiduciary (AIF®).
Brian lives in Tigard with his wife Lindsey and daughter Mirren. Brian enjoys spending time with his family, traveling, reading, boating, and being an engaged member of his church. Brian is a Veteran, having served in the U.S. Marine Corps and U.S. Air Force Reserve, including multiple tours to Iraq and Afghanistan.
Brian is an Investment Advisor Representative and Registered Representative with Cetera Advisors LLC, member FINRA, SIPC.