Brian has a strong passion for helping people attain their goals and life ambitions. His enthusiasm and belief in the planning process enables him to consistently focus on and deliver detailed individual solutions for his clients, prioritizing risk reduction, while striving to maintain consistent growth. His unique approach centers largely on client education and interaction. This allows clients to be a part of the team rather than bystanders.
Brian utilizes his vast education and experience to develop strategies that focus on protecting assets from market volatility, customizing tactical portfolios, and matching goals and constraints of individual clients. As a Certified Financial Planner<sup>®</sup>, he believes in planning first and reviewing often, taking into account all aspects of a client’s financial and estate picture. His familiarity with the process strengthens confidence as he assists clients through life’s many unknowns.
Brian is a Partner at SharpePoint and specializes in the areas of Wealth Management & Strategies, Financial Planning, Portfolio Allocation Strategies, and Economic Analysis. Brian has a strong history in Financial Services. Prior to his affiliation with TD Ameritrade Institutional, he worked as a financial advisor at the largest independent brokerage firm, a mid-sized national firm, a stockbroker for a large multinational Broker Dealer, and a researcher with a local boutique investment management firm.
Over 20 years of experience in multiple seats from research to executive management have given Brian a broad scope of the industry, as well as expertise in managing client expectations.
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)