I have known Brian in excess of 25 years and can speak to his integrity, hard work, and ethics. As a small business owner, the difficulty it takes to do financial planning and the knowledge required to invest successfully is simply too great. Brian and his team take the time and have the knowledge. They presented us with a written living plan that makes incredible sense. Our money is managed by institutional money managers who are among the best in the world. His team evaluated our complex situation and discussed each part with a plan on how to move forward during their presentation.
Bob B., Retired Business Owner