Brian entered the financial services arena in 2003 with a passion for helping others make better decisions with their money. After witnessing the aftermath of the 2008 economic crash, he became committed to helping his clients avoid financial catastrophe. He founded Stoneway Financial Services in 2011, and later launched Tax Efficient Systems to provide clients with advanced, technology-driven tax planning strategies.

Brian loves the educational aspect of what he does, using straightforward communication to help clients understand how the financial system works and simple strategies to take advantage of it. He fights to help you take control of your money, utilizing strategies that put you in the driver's seat — so you can spend less time worrying about money and more time enjoying the freedom retirement gives you.
With over 20 years of experience building sophisticated Excel-based financial programs, Brian has developed powerful tools to help clients visualize the impact of financial decisions. Recently, he took on the challenge of building a comprehensive Roth Conversion Illustrator — a tool that brings clarity to one of the most impactful tax-planning strategies available to pre-retirees and retirees.

Brian has two children, Ellie and Noah. When not fighting for financial freedom or spending time with his kids, he enjoys staying active through hiking, backpacking, boxing, Jiu-Jitsu, and hunting.

CREDENTIALS & LICENSES
• Series 65 – Investment Adviser Representative (Fiduciary, licensed 2018)
• Life & Health Insurance Licensed