Brian is committed to helping his clients attain their financial objectives and goals. He accomplishes this by building portfolios that are consistent with the client's comfort level and investment needs. He prides himself on providing clients with outstanding customer service, personal attention and a compassionate listening ear.
Before joining Baird, he was with McAdams Wright Ragen, Inc. for nearly 10 years and his prior tenure was predominately at Ragen MacKenzie, Inc. He has been a registered representative since 1982 and although he has been in the investment business over 40 years, his entrepreneurial zeal and passion for investing have not waned.
Brian graduated from the University of Washington in 1979 with a degree in Business with a concentration in Finance.