Brian has owned and operated an independent advisory firm since 2009. He brings over 15 years of experience providing comprehensive financial planning and investment management to high net-worth individuals and families within the community. He takes a personalized approach as he educates clients to understand and implement investment strategies that are consistent with their life goals. Brian graduated with a B.S. in Business Management from Sonoma State University and holds the designation of CERTIFIED FINANCIAL PLANNER™. He previously worked as a Financial Advisor for Wachovia Securities, Atlas Securities, and MetLife Financial Services. In 2014 he was honored by the North Bay Business Journal as a “Forty under 40” recipient for outstanding professional leadership and community involvement. Brian was a past board member and is currently the Chair of the Investment Advisory Committee for the Petaluma Educational Foundation. He is also an active member of the Petaluma Rotary Club, the Petaluma Chamber of Commerce, Boys and Girls Club, and Native Sons of the Golden West. He and his wife, a Registered Nurse, enjoy life in Petaluma with their three young and active boys. He can be found at either the office or one of many youth sporting events.
Anthony's been guiding our client's since joining the firm in 2015. As an Investment Advisor Representative (IAR), he works with clients to co-create and implement a personalized financial strategy. He also assists Brian in conducting investment research and tracking ETF’s and mutual funds. Born and raised in Petaluma, Anthony graduated from Petaluma High School and earned a Bachelors degree from Sonoma State University. He has also been granted the Chartered Mutual Fund Counselor (CMFC) designation through the College of Financial Planning. Through the years, Anthony has developed a strong connection and commitment to the community that aligns perfectly with our ideals and mission.
Denny's been enhancing our client's experience since joining Brian in 2012. For over 20 years he's developed his passion for extraordinary client service in the Financial Services industry. As the client's Concierge, Denny plays an important role in setting the tone for the firm. He is the first person and last person clients see when they are in our office. Denny leads the team dedicated to servicing all our clients’ needs. The Client Concierge Team is instrumental in making sure our clients have a positive experience. With overall responsibility for delivering extraordinary client service. The team’s responsibilities range from client scheduling to custodial account service.