PO Box 719
Murphys, CA 95247
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We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by providing sound financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

Brian particularly enjoys an opportunity to help owners with business plan writing, business development, and trademarking and patent filing as well as Financial Planning to help build, manage, and preserve wealth.  Retirement Planning is a critical part of life.  Brian works closely with Tax Professionals, Enrolled Agents, CPA’s, and Estate Planning Attorneys.  Brian has created a network of professionals to help you eliminate the fears of “outliving your money.”

Financial Advisor / Stock Broker / Insurance Licensed Professional / Business Consultant and Entrepreneur experienced in supporting small business owners and start-ups.  FINRA License Series 7 and Series 66.  California Insurance License #0G81083

Read more about Brian here.  Contact Brian by e-mail at .

Investments & Insurance Products are not insured by the FDIC or any federal government agency, are not deposits of or guaranteed by the bank or any bank affiliate, and may lose value. Investment returns are not guaranteed and are subject to investment risk including the possible loss of the principal amount invested.