Director of Insurance Planning
Brian works with Pacific Capital clients to help determine and implement the best insurance strategies based on their goals and needs. He is a leading expert with nearly 15 years of experience with advanced financial strategies, notably tax-free retirement income planning. Brian helps clients start with their personal financial goals and then analyzes different options with a wide variety of high quality insurance companies, looking for the best fit and the best price available.
Brian graduated from Cal Poly San Luis Obispo in 2006 with a business degree and is passionate about using his expertise to do what is best for our clients. He lives by the phrase, ‘under promise and over deliver’ and is a key part of our team helping clients succeed. Brian lives in Carlsbad with his wife Jennifer and two daughters, Ava and Brielle. He loves to be active outdoors with his family at the beach, running, camping and hiking.
● Bachelor’s Degree in Business Management – Cal Poly San Luis Obispo
● Life and Health Licensed