As a tax specialist at Personal Capital, Brian brings a depth of tax knowledge that can be coordinated with clients’ tax planning strategies. Brian has an extensive background in tax preparation with high-net worth individuals, as well as business owners and specializes in optimizing tax efficiency for individual client situations. Brian is a Certified Public Accountant licensed in Colorado. He received his BA in Business Administration with an emphasis in accounting from Washington State University. In his free time, he enjoys spending time with his family and friends, bicycling, skiing, and volunteering and giving back to the community.