Brian is a wealth and tax strategist. He also co-founded Stonehaven Wealth & Tax Solutions, LLC. along with David Lee (retired). He joined the financial services industry in 1999 and has been a Certified Public Accountant since 2002. As both a Certified Management Accountant and Personal Financial Specialist, he offers clients a powerful combination of tax ingenuity and financial planning wisdom.
Brian received a bachelor's degree in accounting from University of Wisconsin Oshkosh. He is a member of the Financial Planning Association*, the American Institute of Certified Public Accountants, the National Association of Tax Professionals, the Institute of Management Accountant and the Holy Spirit Scrip Oversight Committee.
Brian and his wife Elizabeth have been married since 1997 and have four children. Brian enjoys golfing, boating, playing sheepshead and family activities.
Brian holds FINRA Series 7, 24 and 66 licenses, as well as life and health insurance licenses.