Brian began teaching, training and money coaching during the Great Recession (2007-2009). He’s passionate about providing a safe, “no-judgments” environment to meet people where they are in their money journey.

He focuses on raising awareness, understanding the current situation and developing goals. He views personal finance as a social justice issue and ministry is a significant component of his practice. He works with ethnically and socioeconomically diverse clients including singles, single parents and couples of all ages.

Brian and his wife, Pat, have four adult children (…none of whom live with them!) and have navigated college educations, weddings and are currently focused on retirement. Along the way, they made better decisions regarding cars, credit cards, mortgages and retirement planning.