Brian is the numbers guy with a compass and a mission. As the fearless financial navigator of this mighty pirate ship, he’s spent the past 20 years helping small businesses stay afloat, sail straighter, and chart smarter paths toward success.
His secret? Crystal-clear communication, relationships built on trust, and a sixth sense for spotting money leaks before they even surface. Whether he’s steering a tax strategy or troubleshooting a tangled budget, Brian’s not here to talk over your head—he’s here to make things make sense and keep you confidently in command.
When he’s not crunching numbers or mapping out financial strategies, you’ll find him camping, hiking, volunteering, or chasing new adventures with his wife and two kids—always exploring, always curious, and never too far from a new story (or a fresh cup of coffee).
Trust- without it trust goes out the window and I don't have time to waste with someone who is not truthful.
Quality time - I enjoy my one on one time with each team member, whether it be a quick how was your weekend, how is your morning going, what is weighing on you, breaking bread together or enjoying a cocktail. I feel that one on one time is a more meaningful way to establish and have a genuine connection.