Brian is a Certified Financial Planner with Peacock Sheridan Group, and has been in the financial services industry since 2009. Brian works with incorporated professionals, business owners, and family businesses to create comprehensive financial plans focusing on wealth management, risk management and tax and succession planning to allow his clients to focus on what they do best, run their companies.
Brian graduated from the University of British Columbia Okanagan in 2009 with a Bachelor of Arts majoring in Psychology and minoring in English and obtained his Certified Financial Planner designation in 2014. After graduation, he worked in banking for two years before joining a prominent financial planning firm in Vancouver working as a financial advisor until deciding to move back to the Okanagan in 2018. Brian has a wealth of financial planning experience and passion for helping others achieve their financial goals.
Outside of the office, Brian was drawn back to the Okanagan by his family and his love of all that this community has to offer. While in university he worked as a snowboard instructor at Big White and in the winter, you can find him back on the mountain. The rest of the year, he keeps active playing golf, hockey and spending time at the lake with his family.