President
After a decade of working for large Wall Street firms, Brian was driven by his need to bring transparent, independent, client-centered financial advise and counsel to people’s investment journeys. Acting on this vision, Brian founded Pathways Financial Partners in 1988. With over 25 years of expertise and vision in wealth management, Brian leads the talented team assembled at Pathways Financial Partners while helping the firm’s clients to articulate and achieve their financial goals.
Pathways Financial Partners is built on the ethical foundation conceived by Brian. The firm’s mission is to provide clients with scrupulously honest, independent, wisdom based on experience. The guiding principles of the company brings clients confidence when making smart finacial decisions and wisely structured investment plans, based on personal goals and plans.
Brian leads Pathways Investment Committee, employing his understanding and insight into current fiscal realities. The firm’s investment philosophy is consistent with the work of Eugene Fama, Ken French and our valued partnership with Dimensional Fund Advisors. Together the team focuses on weaving every client’s finances into the complex fabric of their life goals.
An active Tucson-community member for over thirty years, Brian has served on many boards and civic organizations. Currently, Brian is a member of The Board of Directors for the Arizona Fellowship of Christian Athletes. He is a member of the Dimensional Fund Advisors Rocky Mountain Study Group and Profit Sharing Council of America. Brian, is the chairman of the Evolve Bank and Trust Investment Committee, and is former president of The Institutional Consultants Alliance. He continues to support his alma mater, the University of Arizona.
Brian is a devoted husband to Cherie and father to their three children: Patrick, Meghan, and Tara.