About Brian

I am a Wealth Management Advisor at TIAA and Certified Financial Planner (CFP®) with over 12 years of experience in financial services.
As a kid, I wanted to be a teacher and coach. I have always enjoyed helping and teaching people. Once I realized my passion for finance, I knew that a career in helping clients with their finances would be a great fit for me. As an adult, my dream has come full circle – I enjoy coaching and teaching my clients how to set and reach their financial goals.
I earned my Bachelor’s degree from Arizona State University, MBA from Grand Canyon University, and CIMA certification from Wharton University of Pennsylvania.
I live in Phoenix and love the warm weather here. In my free time, I enjoy traveling, meditating, and working out.