Brian Werner

Brian Werner

Co- Founder, CPA, Financial Navigator

Highlights

  • 20 years helping businesses
  • Aided 100+ company sales
  • Spots money leaks early
  • Makes finances make sense
  • CPA, Series 65 license
  • Crystal-clear communication, trust

Get to Know

Brian

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).

DISC Style:

C

  • Detail-Oriented
  • Dedicated to Accuracy
  • Conscientious & Thoughtful

DISC Style:

C

  • Detail-Oriented
  • Dedicated to Accuracy
  • Conscientious & Thoughtful

DISC Style:

C

  • Detail-Oriented
  • Dedicated to Accuracy
  • Conscientious & Thoughtful

DISC Style:

C

  • Detail-Oriented
  • Dedicated to Accuracy
  • Conscientious & Thoughtful

DISC Style:

C

  • Detail-Oriented
  • Dedicated to Accuracy
  • Conscientious & Thoughtful

DISC Style:

C

  • Detail-Oriented
  • Dedicated to Accuracy
  • Conscientious & Thoughtful
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