About Brian
Making good money and managing it well are two different skills.
A lesson I learned the expensive way.
I’ve worked in hospitality, built a food brand, learned sales the hard way, and had years when mortgage income came fast. When the market changed, I learned that earning money and building something durable are different skills.
Becoming a husband and a dad changed the question. It became, “What gives my family more security, time, experiences, and options?”
That experience is part of why I take this work seriously. Strong numbers only tell part of the story if what sits behind them is not built for change.
The people behind the work
A personal approach.
A team behind me.
I work with Wilshire Group Financial Services. If we work together, we’ll make sure you understand what you have, why you have it, and who to call when something changes.
Sometimes the right answer needs a CPA, an attorney, or another specialist. I’d rather point you toward the right person than pretend every question belongs to me.
2026 MDRT Member
2026 Board Member, NAIFA Los Angeles
My family
The decisions
are personal.
Being a husband and a dad changed how I think about money. I think about the time we have together, the experiences we want, and what we’re building for our family.
My wife and daughter are a big part of why this work matters to me. When someone talks about protecting their family or figuring out their next chapter, I want to understand what that means in their life.
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