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Biography

Brian is a Senior Principal in the Orange County office. He has over twelve years of experience working with high net-worth clients and their financial planning affairs.

Prior to joining Cerity Partners, Brian was a Director of Wealth Management at MullinTBG Advisors, a Registered Investment Adviser. He was responsible for all aspects of financial planning, including tax planning and preparation, investment analysis and estate planning. Before MullinTBG, he was a senior tax associate at Ernst & Young LLP and spent the majority of his time working with clients to implement favorable tax and wealth transfer strategies. Brian started his career in wealth management at The Ayco Company, L.P., a Goldman Sachs Company. Additionally, he has trained staff and financial analysts (new hire and continuing) on all aspects of tax planning, preparation, and financial analysis.

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Education

  • B.A. in Economics, University of California, Irvine
  • MBA, University of California, Irvine at the Paul Merage School of Business

Highlights

  • Completed the California CTEC Tax Certification requirements

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.