Brian has been with the firm since 2005. In his time here he has developed a niche for helping our clients manage their businesses more efficiently. Brian assists them with their accounting and tax issues as well helping to navigate through the numerous tax forms and compliance deadlines a business is confronted with. With his prior experience of owning a small business, he knows first-hand the challenges that a business owner faces. He has a Bachelor’s Degree in accounting, is an Enrolled Agent, and is Series 7 (General Securities Representative) and 66 (NASAA-Uniform Combined State Law Exam) securities and advisory licensed. Brian really enjoys helping clients with both their business and personal finances.
Brian lives in Valencia with his wife, Sarah, and their three daughters. As a past professional BMX bicycle racer and dirt jumper, he still has a love for bicycles. Weekly mountain bike rides are a great stress relief during tax season for him and he still likes to hit some dirt jumps on the BMX bike now and then. Most of his free time is spent playing with his kids and working on making Martin & Company the best business it can be.