Turn money stress into calm wealth and freedom of time

About Brian

Money should buy freedom

I’m Brian, a CPA and product leader who helps people turn money into safety and time freedom.Home never felt fully stable when I was a kid. That pushed me toward systems I could trust. I studied accounting and started at PwC, earning my CPA while reading hundreds of sets of financials across industries. To grow faster, I jumped into consulting and spent years on the road, often on Johnson & Johnson deal work. I learned from sharp teams, solved messy problems, and saw how good process creates calm.I joined Sonos to help lead the accounting close, financial statements, and audits. Over time I moved into product management, leading the tech side for accounting and finance in SAP. I grew teams, set standards, and shipped improvements that saved time and reduced errors. The theme was always the same: make the complex clear, then automate.Outside of work I invested early and often, saved hard, and built a plan that let me define my “enough.” Hitting that number changed how I show up. Money became a tool for presence with the people I love, not a source of constant stress.Now I coach. My clients are busy men who earn well but feel behind. Together we build a living plan, automate cash flow, set simple investing rules, and track progress in minutes each week. The goal is calm, safety, and choice. Work becomes optional, not a cage.

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Why work with me

Background

Background
- CPA with deep experience at PwC and Johnson & Johnson projects
- Finance leader at Sonos, then product manager for SAP finance tech
- Numbers first, systems driven, clear plans that stick
- Strong personal track record in saving and investing
- Coaching style that blends finance, fitness, and mindsetOffer snapshot
- Month-to-month coaching with weekly or biweekly sessions
- Cash-flow on autopilot with payday routing
- Simple investing rules and guardrails
- Net-worth and dashboard tracking you can review in minutesCoaching values
- Simple beats complicated
- Systems over motivation
- Consistency over intensity
- Money serves life, not the other way around

Investing Approach

Simple Rules

Own what you understand If you do not follow it, do not buy it. Your edge is attention and interest. The more you follow an area, the better your timing and discipline.Automate first Contributions go in on payday. We set rules so good choices happen by default.Use percent buckets We build a simple mix and keep it there. No hot takes. No whiplash.
• Core index bucket: broad market ETFs you can ignore. 40% to 80%. • Interest sleeve: the areas you enjoy tracking. 10% to 40%. Examples: a sector ETF, a factor tilt, or a few stocks you study.
• Income sleeve: dividends or yield ETFs if they fit your plan. 0% to 20%.
• Safety buffer: held outside the portfolio. Size matches your reality.Rebalance on a schedule Quarterly or twice a year. Use bands. If a slice drifts more than 5% from target, move it back.Know your sell rules in advance If facts change or risk jumps, we act. If not, we hold. No panic selling. No victory laps.Track the right numbers Total return, fees, tax location, drawdowns, and whether you are still following your rules. We avoid noise.How I coach investments
• I do not manage money. I do not sell products. This is education and coaching.
• I give you data and a clear decision flow. You choose what to own.
• We write your rules in one page so you can review them in minutes. • We set up a tracker so you can stick to the plan with almost no effort.