Brian is a Partner at SharpePoint and has a strong history in multiple levels of financial services. He specializes in Wealth Management, Financial Planning, Portfolio Allocation, and Economic Analysis.
Brian is passionate and enthusiastic about helping people attain their goals and life ambitions. Through the planning process, he is focused on solutions that prioritize risk reduction, while striving to maintain consistent growth. His unique approach is centered on education and interaction, empowering clients with confidence and strategies to achieve their financial goals.
He believes in planning first and reviewing often, taking into account all aspects of a client’s financial picture.
BA, Arizona State University with a degree in Economics;
Certificate in Financial Planning, Florida State University
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Accredited Portfolio Management Advisor (APMA)
Accredited Wealth Management Advisor (AWMA)
Accredited Asset Management Specialist (AAMS)
Chartered Mutual Fund Counselor (CMFC)