Brian was born and raised in Lake Oswego. He received his degree in Finance and a minor in Economics from the Lundquist College of Business at the University of Oregon. He took advantage of studying business abroad in Australia as well as traveled to Central America and Southeast Asia after his degree. He returned to reside in Lake Oswego because of his love for the northwest and the unique culture of Portland. Brian is a Financial Adviser with Pacific Capital Resource Group, Inc. and is building his practice within the community that he knows and loves. Brian enjoys spending time with his wife, Kristina, and his dog Brodie, as well as doing outdoor activities, such as kiteboarding, surfing and snowboarding.
Pacific Capital Resource Group, Inc. is a relationship-based financial services firm recognized by their individual and corporate clients for quality advice, effective implementation, and excellent service. Dedicated to the highest ethical standards, Pacific Capital provides comprehensive financial and insurance services. We help with our client’s security and independence. We focus on building long-term relationships founded on a mutual trust and respect.
Brian is working with individuals and local businesses, helping them in areas such as retirement planning, estate planning, college funding, insurance, investments*, professional money management*, asset allocation*, and executive planning. He meets with his clients to review their current financial situation and discusses long and short-term objectives. He then analyzes the information, determines which strategies may work best for their situation, and tailors a plan specifically to help meet their financial needs and goals. Finally, after the plan is implemented, he will meet with them on a regular basis to uncover any changing needs they may have and to adjust their plan accordingly.
Licenses and Certifications
- Bachelor of Science in Business Administration (Finance) From the Charles H. Lundquist College of Business, University of Oregon
- Passed FINRA Series 7 and Series 66 Exams
- Life and Health Insurance Licensed State of Oregon
- Registered Representative of Hornor, Townsend & Kent, Inc.
- Investment Advisor Representative of Hornor, Townsend, & Kent, Inc.
Areas of Focus
- Estate Planning
- Investment Management
- Retirement Planning
- Business Continuation & Transfer
- Buy/Sell Agreement Funding
- Proactive Tax Deferral Strategies for Businesses
- Qualified Retirement Planning
- Deferred Compensation & Non-Qualified Retirement Plans
CA Lic. #0K20985
Asset Allocation is a method used to help manage investment risk, driven by complex, mathematical models and should not be confused with a simpler concept of diversification nor does it guarantee to protect against investment loss in declining markets.