Brian was born and raised in Marin County, California, and graduated from the University of Washington in Seattle. He brings nearly ten years of experience in public accounting, with a focus on closely held businesses and their owners, high-net-worth individuals, trusts, succession planning, and tax planning and strategy.
Over the course of his career, Brian has worked with both large and small accounting firms, gaining experience across a broad range of client needs and business structures. His work has given him a particular appreciation for the importance of thoughtful, proactive tax planning and for building long-term relationships with clients and their families.
Brian joined Fiduciary Financial Group in late 2025, drawn to the firm's truly comprehensive approach to wealth management, tax compliance, and planning. Having worked in firms of varying sizes, he especially values the tailored client service and close relationships that a boutique firm like FFG can provide.
- Certified Public Accountant (CPA)
- University of Washington