As a member of Team Financial Group, Brian serves as a Client Service and Technology Specialist, assisting our team in connecting and building long-lasting relationships with our clients. Over the last decade, Brian has been assisting the team with its technology needs and strategy planning. Serving clients at Team Financial and helping navigate the firm’s tech and cyber tactics are a passion he enjoys helping with. 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 only by Duly Registered Individuals Through Team Financial Group, LLC, a Registered Investment Advisor in the State of California. 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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