Brian began his career completing the internship program at Catalina Wealth Management his senior year at the University of Arizona. He has developed a solid foundation of knowledge in the industry. Brian is excited to learn more from his mentors, as he grows into his career as a financial planner. He has a passion for giving sound financial advice and educating clients, setting them on the right path to retirement. He has his insurance license and is currently studying for the Series 7 and 66. Brian is Modern Wealth Management's Relationship Manager and supports the Operations Team.
Brian was born and raised in San Jose, California and moved to Tucson to attend the University of Arizona. He has a passion for providing financial literacy to the community and is fueled by his personal experience; seeing his parents work throughout their lives without a financial plan in place. Brian took this passion and studied at the University of Arizona Graduating with his B.S. in personal and family financial planning at the College of Agricultural & Life Sciences in May of 2020.
In his free time, Brian enjoys spending time with a local car club and also taking his French bulldog, Russell, around the community, exploring the various dog parks Tucson has to offer. Brian also loves traveling and strives to visit a different country once a year.