Brian is committed to helping his clients attain their financial objectives and goals. He accomplishes this by building portfolios that are consistent with the client's comfort level and investment needs. He prides himself on providing clients with outstanding customer service, personal attention and a compassionate listening ear.
Before joining Baird, he was with McAdams Wright Ragen, Inc. for nearly 10 years and his prior tenure was predominately at Ragen MacKenzie, Inc. He has been a registered representative since 1982 and although he has been in the investment business over 40 years, his entrepreneurial zeal and passion for investing have not waned.
Brian graduated from the University of Washington in 1979 with a degree in Business with a concentration in Finance.
Brian is a Seattle native and resides in Madison Park with his wife, Judi. Their daughter, Brooke, graduated from Western Washington University and owns an art gallery in Pike Place Market, their son, Hunter, recently graduated from the University of Montana.
In his free time Brian enjoys boating, fishing and spending time on Lopez Island, playing tennis, and traveling. He especially thrives on planning and implementing various building projects. With the addition of two grandchildren, his life has entered a new chapter of happiness.