Brian is a financial advisor at Kingswood Wealth Advisors who takes a clear, analytical approach to helping clients understand their financial decisions. He began his career in the financial industry trading stock index futures before transitioning into wealth management. Brian graduated from the University of California, Los Angeles with a Bachelor of Science in Chemical Engineering, a background that supports his methodical, data-driven style of evaluating risk and breaking down complex topics into straightforward, practical guidance.

Brian lives in Granite Bay, CA with his wife, Megan, and their daughter, Olivia. Outside of work, he enjoys golf, traveling, and time with his family—especially in Italy and Hawaii.