As the relationship manager at Modern Wealth Management, Brian supports the operations team to ensure that clients receive the best possible service. He began his career as an intern at Modern Wealth Management during his senior year at the University of Arizona, where he completed his degree in Personal and Family Financial Planning in May 2020. With a strong foundation in the industry, Brian is eager to learn from his mentors and grow as a financial planner, with a focus on providing sound advice and education to clients to help them achieve their retirement goals. He has already obtained his insurance license and is currently studying for the Series 7 and 66 exams.
Originally from San Jose, California, Brian has a deep-rooted passion for providing financial literacy to the community, fueled by his personal experience of watching his parents work without a financial plan in place. In his leisure time, he enjoys spending time with his local car club and taking his beloved french bulldog, Russell, to explore the various dog parks in Tucson. Brian is also an avid traveler and aims to visit a different country each year.