Speaking Engagements

Brian lives in the San Francisco Bay Area, but is a Seattleite at heart, having earned both his bachelor’s and master’s degrees from the University of Washington. Brian has a passion for personal finance and has developed a curriculum that makes long-range financial planning accessible to everyone regardless of their expertise. He has presented on this topic at local and international conferences and workshops across the country, and would love to share his thoughts and ideas with your team. If you are interested, please reach out to begin the conversation.


  • Introduction to Personal Finance
  • Budgeting and Pro Forma Development
  • Debt Consolidation
  • Retirement Planning
  • Career Progression
  • Managing Pay Increases
  • Maximizing Credit Card Rewards
  • Planning for the Future


Brian has presented on these topics at the following groups or organizations: