Brian believes in living life on purpose, rather than “just showing up.” As a junior at the University of California, Berkeley in the late 1970s, Brian’s professional goals changed. For many years, Brian wanted to become a doctor. While his desire to “cure” people remained, he shifted his studies so he could bring financial wellness. For the past four decades, Brian has helped small- to medium-sized business owners (serious business builders) address these and other financial issues. A business owner himself, Brian is highly qualified to understand the needs of his entrepreneurial clients. He has dedicated his career to providing his clients—including business owners, health professionals, e