Brian began his career as a stockbroker in 1988 at Drexel Burnham Lambert. Now as a Financial Advisor, his clients include high net worth individuals, as well as institutional clients. Brian works with these clients to develop portfolios consistent with each individual’s specific goals and objectives. Always passionate about investing Brian utilizes stocks, bonds and other strategies as appropriate to help achieve these goals.
Brian attended Mercer Island High School before heading off to the University of Washington where he graduated in 1984 with a Bachelor’s Degree in Economics.
Brian’s hobbies include skiing, surfing and golf. A testament to Brian’s passion for golf is his tenure as the Past President of Overlake Golf and Country Club in Medina as well as his Membership in the Husky Golf Foundation, an organization created to support the golf effort at the University of Washington.