As a newer member of the team, Brian is a wealth manager and technology specialist, assisting our team in connecting and building long-lasting relationships with our clients. Before joining, Brian was solely assisting with our computer technology needs and strategy but now he serves our clients and helps navigate the firm’s tech and cyber practices which are a passion he brings. Brian and his wife, Aimee, have three kids and reside in the Temecula Valley area. With their free time, his family enjoys outdoor activities and local church involvement, plus the occasional jaunt down to San Diego for the beaches and surf.
Investment Advisory Services Offered Through Team Financial Group, LLC, a SEC Investment Advisor located in the State of California DBA Team Wealth & Tax Advisors. Insurance products and services are offered through Team Financial & Insurance Services, LLC, an affiliated company. CA License #0L50753. All Tax related services provided through TeamTax, a separate company.
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