Brian is a 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.
Brian received his Bachelor of Arts in Economics from the University of California, Irvine. He also completed his Masters of Business Administration from the University of California, Irvine at the Paul Merage School of Business. Brian has completed the California CTEC Tax Certification requirements.
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