During his 23 year financial planning career, Brian has been able to expand his passion for planning and investment management. Credentialed and committed to education, Brian and his team have found their niche in helping those business owners in transition, including those within five years of leaving their business or those who have recently exited. Brian and his wife Susan live in Sacramento and have two young boys, Cameron and Graeme. In his free time, Brian enjoys golf and travel.
Brian received his bachelor’s degree in Finance from California State University, Sacramento, has earned a Chartered Financial Consultant® (ChFC®) designation as well as the Certified Financial Planner™ (CFP®) certification. Brian has passionately served as a member of the Advisory Council to the Make-A-Wish® Foundation of Northeastern California and Northern Nevada.
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Ryan is the primary contact for day-to-day inquiries regarding clients’ financial planning. Ryan brings to the team an established service record, a wealth of knowledge, and comprehensive planning expertise. He enjoys building long-term relationships with clients and will go out of his way to provide exceptional service. Ryan lives in Roseville with his longtime girlfriend Shannon and enjoys reading and watching sports.
Ryan started his financial planning career in 2007 while completing his MBA at California State University, Sacramento. Prior to joining our team in March 2012, he was the Director of Investment Services for Northwestern Mutual in Sacramento. He has earned his Chartered Life Underwriter® (CLU®) designation, Chartered Financial Consultant® (ChFC®) designation, Certified Financial Planner™ (CFP®) certification, Retirement Income Certified Professional® (RICP®) designation, Chartered Advisor in Philanthropy® (CAP®) designation, Registered Health Underwriter® (RHU®) designation, Registered Employee Benefits Consultant® (REBC®) designation, and completed his Master of Science in Financial Services.
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Kait joined our team in August of 2018. Beginning her career in financial services in 2011, Kait brings extensive client service experience to our firm. Her primary role is compliance oversight, with her previous position having been centered around investment operations management and sales supervision. Ongoing professional development has been essential to her success, including attaining both sales and supervisory securities licenses for her prior role.
Kait and her husband, Kelly, live in West Sacramento. Their love for animals keeps their family growing, currently comprised of two dogs and two cats. In her free time, she has a passion for good food and travel. Kait received her bachelor’s degree in Anthropology from California State University, Sacramento.
Mark joined our team in 2019. He supports the implementation and monitoring of clients’ plans by opening and monitoring investment accounts and overseeing day to day operations. Mark is originally from San Diego and enjoys a variety of adventure sports and exploring the Sacramento area with his dog Pip when he isn’t working.
Mark earned his bachelor’s degree in International Business from San Diego State University and is currently completing the curriculum to become a Certified Financial Planner™ (CFP®).
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