Address 23986 Aliso Creek Rd #225, Laguna Niguel, CA 92677
When Brian was 12, students from Clovis High visited his class to talk about the stock market. There was a mock-investing competition and Brian won. In 2003, with a degree in Finance from Fresno State, he started his career at Morgan Stanley. Wanting to serve clients on his terms, he went independent and joined Waddell & Reed in 2012 where he met future business partner Gary Lamb. The dream of opening their own office came true in 2015 and in 2017 affiliated with LPL Financial. Brian handles all of the research, trading, and monitoring of the portfolios. In 2001, Brian married his high school sweetheart, Jacinda, and became outnumbered with three daughters. (Even their dog, Laguna, is a girl!) The family loves doing anything together, primarily wandering around Laguna Beach or Dana Point, checking out coffee shops and surfing. Brian and Jacinda lead the West Coast Online group for their church, TheBelongingCo. You can find Brian most mornings in the lineup at Doho. He also enjoys CrossFit, golf, being outdoors and a smooth reposado tequila.