

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
I’m a small-town guy living in a big city who loves Jesus and is passionate about loving people well and making a meaningful impact in my community. I was born and raised in Camp Verde, Arizona, and moved to the Valley for college, graduating from Arizona Christian University in 2010 with a degree in Business Administration and earning my MBA in 2013. I began my career at Stewardship as a Home Loan Advisor and transitioned into my current role in 2022, and I feel incredibly blessed to serve people through the work we do in finance. I’ve lived in Gilbert since 2013 and absolutely love it here. I married my beautiful wife in August 2015, and spending time with her is by far my favorite thing to do. We have four amazing boys—Chase, Hudson, Jackson, and Easton—who are full of energy, love being around people, and enjoy anything that involves running around, sports, and super heroes. I’m a big Arizona sports fan, enjoy golfing, and my family and I attend Ironwood Church, where we’re involved in several ministries.

Brian, Heather, and the kids