Brian joined Mercer Advisors in April 2021 as a Wealth Advisor. Brian is series 66 licensed, insurance licensed and is an Investment Advisor Representative and previously worked for Epstein & White in San Diego, CA. Growing up right here in San Diego, CA, Brian learned from a very early age about the importance of not only the effectiveness of planning but the power of disciplined, strategic investing over time from his two mentors in both life and financial management; his Grandfather, a self-made investor & engineer and his Father, an Estate PlanningAttorney.
Brian graduated from P.L.N.U. here in San Diego with a bachelor’s in communications with a business emphasis.He met his wife at P.L.N.U. and started on his journey to becoming a Wealth Advisor.