Brian Joined Farm Bureau Wealth Management in 2019, With his practice being built solely by referral and personal introduction, Brian brings his personal commitment to service and excellence to all his clients. Brian strives to enable his clientele to achieve both short and long term financial goals, from the purchase of the first home to an independent and comfortable retirement. He enjoys working closely with his clients to develop personalized financial plans that help them set and meet goals while implementing strategies unique to each client’s situation.
Brian and his wife are passionately involved in the Agriculture community in Southern Arizona. Most recently they won 3rd place in a national agriculture competition with American Farm Bureau for their commitment and volunteer work in the Agriculture industry. In addition, Brian has completed Project Centrl A Rural Leadership program and is a member of the Arizona Farm Bureau and local farm community boards. Brian enjoys all things outdoors though is most avid about farming, mountain biking, hiking, and camping.
Brian is a native of Arizona and now resides in Saint David, Arizona, with his wife Terisha and all of their farm animals.
Prior to joining Farm Bureau Wealth Management in 2019, Brian has been in the Wealth Management business since 2011. Where he built his client base and has received his series 6, 63, 65, 7, and Life and Health licenses.
August 1st, 2020 Brian has earned the Wealth Management Certified Professional® (WMCP®) designation from The American College of Financial Services.
Prior to 2011, Brian spent several years as a Regional Operations Manager within the Environmental Industry. He was instrumental in product development, implementation and production, and facilitated team management.
Brian also volunteers in the local business community.Pima County Farm Bureau, Board Member - 08/17/2017 - Current
Cochise County Republicans, Treasurer - 12/05/18 - Current
Republican Legislative District 14, 4th Vice Chair - 11/17/18 - Current
FFA; Former member and current volunteer - 1995 - Current
Project CENTRL (Center for Rural Leadership) Class XXV (25)
Volunteer, Junior Achievement, Volunteer 06/01/2011 - 11/01/2015
Teaching high school students financial literacy, Personal finance, Business Planning, Economics, Stocks and Bonds
August 1st, 2020 Brian has earned the Wealth Management Certified Professional® (WMCP®)
In 2013 he was interviewed by the Arizona Republic for a Business Ethics class taught at Gilbert High School.
2017-American Farm Bureau, Young Farmers and Ranchers National Finalist
2011-2015 Toastmasters International - Competent Communicator, Competent Leader, Advanced Leadership Silver
Plan Today. Prepare for tomorrow.