Since 2009 our local independent advisory firm has been dedicated to offering objective, comprehensive financial planning solutions to the Petaluma community. With over five decades of combined experience in the financial services industry, our team has concluded that clients deserve to have their best interests put first.
We designed a firm focused on serving the local Millionaire Next Door by combining accessibility to a high-caliber, experienced team with a transparent “Fee-Only” fiduciary structure. This enables us to simplify the complexities of wealth so that our clients can enjoy life confidently.
Brian's extensive experience in providing comprehensive financial planning and investment management to high-net-worth individuals began in 2003. His career started as a financial advisor working for some of the largest banks, brokerage, and insurance companies. After seeing firsthand the conflict of interest and lack of transparency toward investors, he founded his independent fiduciary firm in 2009.
Brian graduated with a Bachelor of Science in Business Management from Sonoma State University and currently holds the designation of CERTIFIED FINANCIAL PLANNER™. Active within the Petaluma community, he was a past board member and is the current Chair of the Investment Advisory Committee for the Petaluma Educational Foundation. He is also a participating member of the Petaluma Rotary Club and numerous other community non-profits. 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 and his wife Stephanie, a Registered Nurse, enjoy life in Petaluma with their three active boys. He can be found at either the office or one of many youth sporting events.
Anthony's been guiding our clients since joining the firm in 2015. As an Investment Advisor Representative (IAR), he educates our clients on their personal financial plan and investment holdings. He is responsible for the firm's portfolio management technology, cash management, trading, and portfolio rebalancing. 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.
Denny's been enhancing our client's experience since joining Brian as the firm's "Client Concierge" in 2012. For over 20 years he's developed his passion for extraordinary client service in the Financial Services industry. As the 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's responsibilities range from client scheduling, account opening, transfers, contributions and distributions, custodial account service, office management, and event coordination. Born and raised in Petaluma, Denny continues to be well-connected to the community.
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