Brian has enjoyed serving Members since 2011, and it's his Member Service background that inspires him to work one-on-one with school employees, answering their questions and helping them build a foundation for their future.
Brian explains, "Making a difference in Members' lives is my passion. When I sit down with Members, I explain how the decision to save for retirement is going to have a huge impact on the rest of their lives. This is the start of something great and I'll be here to take care of your future needs."
Brian earned his bachelor's degree from California State University, Fullerton, is FINRA registered to sell securities and holds California Life and Disability licenses.
In his spare time, Brian enjoys spending time with his wife and two children, attending sporting events, going to the beach and hiking.
To make an appointment with Brian, call 800.462.8328, Ext. 4116, Option 1.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with SchoolsFirst FCU to make securities available to Members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-3556543.1-0421-0523.
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