Wealth Manager & Employee Owner
Brian has more than two decades of experience serving the complex financial needs of high-net-worth and ultra-high-net-worth individuals and families. The two pillars underlying each client relationship that Brian forges are trust and collaboration, as he and his team work to analyze and optimize each aspect of a client’s wealth plan in context of unique needs and goals.
With Brian, clients can trust that their investment portfolio, estate plan and other financial strategies are implemented to achieve their goals, especially during major life transitions. Brian and the team are also there to advise on any and all concerns, financial and non-financial.
Prior to LNW, Brian was an advisor and owner at Filament LLC, a wealth advisory firm that merged with LNW’s predecessor, Laird Norton Wealth Management. Before that, Brian held management and leadership positions at Bristlecone Advisors and Cornerstone Advisors, as well as positions in finance and accounting at GE Capital.
- B.A in Sociology, Western Washington University
- The Garage, a Teen Café, Finance Committee
- Treehouse for Kids, Volunteer
- Western Washington University, Guest Lecturer
Brian is an avid outdoor enthusiast, bike commuter and mountain climber.