Brian has more than 10 years of experience in accounting, finance, and tax planning. Brian’s expertise in strategic tax planning enables him to advise clients to optimize their earnings with long-range goals in mind.
As the owner/operator of an Arizona-based CPA firm since 2013, he is all too familiar with the challenges small business owners face. As a result of this successful experience, Brian has developed specific strategies to assist small business owners and entrepreneurs.
Brian now resides in San Diego, California with his wife and children. He maintains his CPA license in Arizona and California, and serves clients in many other states. Brian has always had a passion for coaching and speaking to a large audience, especially about personal finances and proactive planning.
