A Personal Finance Expert and Licensed Professional Counselor
He has helped hundreds of individuals and couples explore their relationship with money, and develop new awareness and effective habits with personal finances. He uses a wide variety of therapeutic and financial techniques to assist people in recognizing the patterns behind their actions, and then develops clear strategies for resolving financial problems.
Brian has worked with financial service professionals as a consultant, co-facilitator of client meetings, and workshop presenter. Given his experience in the investment management business, he is able to communicate effectively about the tangible reality of financial data, as well as the less tangible reality of the emotions and personal dreams that are inevitably woven into the financial planning process.
Brian has an MA in Counseling Psychology from Lewis & Clark College and a BA in History from Stanford University. Prior to becoming a Licensed Professional Counselor, Brian had a varied and successful business career. In his 20’s he was a professional commodity broker and member of the Chicago Board of Trade. In his 30’s he was the owner and general manager of a medical staffing agency in San Francisco. And in his 40’s Brian was a founding partner of an investment management firm in Portland, Oregon.
Brian’s professional affiliations include: