Brian provides investment management and financial planning services to clients in addition to his role as chief operating officer. His clients include executives of public and private companies, business owners, and retirees. Brian has more than 20 years of experience in investment management and personal financial planning. Since joining West Financial Services in 2001, he has held a variety of positions, including chief compliance officer, portfolio manager, securities trader, and network administrator.
Brian earned a BS in Business Administration with a concentration in Economics from George Mason University and is a CERTIFIED FINANCIAL PLANNER™ professional. Brian was recognized by Washingtonian magazine as a Top Fee-Only Financial Planner1 (2022) and as a Five Star Wealth Manager2 by Five Star Professional (2021).
Professional Affiliations and Members
Member of the Financial Planning Association and Washington Association of Money Managers.
1Washingtonian: Top (Fee-Only) Financial Advisers
To arrive at the names of the area’s top financial advisers—the fee-only financial planners, fee-based advisers, estate attorneys, tax accountants, and insurance advisers marked with a “best adviser” tag—the Washingtonian distributed surveys to hundreds of people who work in the local financial industry, asking them whom they would trust with their own money. Washingtonian also did their own research, consulting industry experts and publications. The “best adviser” names on this list are the people who received the strongest recommendations. Most of the “best advisers” are at smaller, independent firms. The surveying process does not turn up as many names at large banks and brokerages. One reason is that banks and brokerages sometimes keep more work in-house—and if a financial adviser isn’t referring clients to outside professionals, that adviser might not have a network that earns peer votes.
2Five Star Professional: Five Star Wealth Managers
The Five Star Professional award program, managed by fivestarprofessional.com, conducts market-specific research throughout the U.S. and Canada to select reputable, specialized, and honest service professionals. Required eligibility criteria: (1) Credentialed as an investment advisory representative or a registered investment advisor (2) Actively employed as a credentialed professional in the financial services industry for a minimum of five years (3) Favorable regulatory and compliant history review (4) Fulfilled their firm review based on internal firm standards (5) Accepting new clients. Considered eligibility criteria: (1) One-year client retention rate (2) Five-year client retention rate (3) Non-institutional discretionary and/or non-discretionary client assets administered (4) Number of client households served (5) Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.