Our Team

Brian is an Executive Director – Investments with Oppenheimer & Co. Inc. in the Newport Beach branch office. Brian began his career advising clients on fixed income and has broad experience with individuals and corporations seeking advice in many areas, including retirement planning and investment strategy.

Brian employs a conservative yet forward looking approach when helping individuals work toward growing their net worth, by concentrating on wealth accumulation, providing suggestions for current income, and planning for distribution of assets by working with clients' tax advisors. He places great importance on service and close working relationships, and often works with families from generation to generation. Brian has focused his continuing education in Retirement Planning and Managed Money.

Brian has a Bachelors Degree in Business from Chapman University and an MBA from the University of Phoenix.  He enjoys travel, golfing, collecting wine and spending time with his friends and family.