Meet Brian




Brian is a Wealth Advisor who is committed to delivering a client experience that helps the families he serves pursue what is most important to them.

Brian discovered his passion for helping others work toward their financial goals after attending the Marine Corps Officer Candidates School in 2004 and receiving his commission upon graduating from UC Santa Cruz.

He attended flight school in Pensacola where he met his beautiful wife, Sheramy. While stationed in Iwakuni, Japan, Brian and Sheramy decided it was time to get serious about their student loans. They enrolled in personal finance education courses, and Brian’s love of finance began as he and Sheramy learned to effectively budget, save, and invest.

It wasn’t long before Brian was helping other Marines work toward their financial goals. It soon hit him – he loved helping people take charge of their financial future. He went on to earn his master’s degree in financial planning.

Brian partners with experienced industry professionals to help further his mission to provide a beneficial client experience while helping people pursue what is most important to them.

He grew up in Los Angeles and loves the ocean. An avid surfer as a child, he also enjoyed SCUBA diving and eventually became a SCUBA instructor. He studied biology and oceanography at UC Santa Cruz, before 9/11 prompted him to serve in the Marines.

Today, Brian and Sheramy have five daughters. They are still committed to helping others get their finances in order – together they’ve taught two Financial Peace University courses. Brian continues to host bi-monthly financial seminars for his community.


Request an Appointment

In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.