Brian founded, and later sold, a notable full-service financial services firm in California. While enjoying the start-up phase of the business, running the day-to-day operations of a large firm became more burdensome than joyful. Brian realized his personal goals were no longer centered on simple financial success. After long work days and losing time with his family he decided the best next move was to sell the firm while the firm was strong and successful and refocus on his family and personal health. In 2009, Brian moved his family to Boise, Idaho. Brian & Vicki quickly adapted to the 'outdoorsy' lifestyle that Boise has to offer and they have never looked back.
Brian started Tree City Advisors on the understanding that everyone has different goals. Whether it's a financial goal, health, or creating more time to enjoy life and loved ones, Tree City Advisors was created to help people focus on the success they value most. Brian’s vision was to create a practice with no product sales or conflicted advice. Rather, he wanted to focus on the reason he became an advisor in the first place; working for his client’s best interests. Read more about the Tree City Advisors Mission Statement here.
Brian has been a financial advisor for 19 years and has spent 18 of those years educating listeners during his radio program. "Idaho's Money Show" can be heard on KBOI weeknights from 6-7pm. His passion for people, knowledge, and goals is the centerpiece of the show. He brings talent from around the Treasure Valley to help educate and empower his listeners to help them become independent of a sometimes, predatory industry.