With 22 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals. My team's approach of utilizing tactical asset allocation allows flexibility to move as the markets do. I began my financial services career as a financial advisor with Morgan Stanley in Surprise, Arizona. After 12 years, I moved my financial practice to Wells Fargo Advisors in Peoria in early 2012. I look forward to helping my clients and their families meet their financial goals for many years to come.I have earned a bachelors degree in Finance from Arizona State University. In addition to applicable securities registrations, I hold the designation of Senior PIM Portfolio Manager within Wells Fargo Advisors.Away from the office, I enjoy all things outdoors with the family. If time permits, I can be found golfing or coaching one of my boys sports teams. My wife Marie and I live in Peoria near the office with our six boys (Brian Jr, Alexander, William, Nickolaus, Christian, and Jackson).This information is intended for use by residents of AK, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, and WY only.CA Insurance License # 0F86156Resident State: AZInsurance products are offered through our affiliated nonbank insurance agencies./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social