This my second year working with Brian and what a pleasure it has been! When I left UBS as a financial advisor and started my own RIA firm, he was instrumental in helping me design which computer systems to employ. His depth of knowledge is spectacular. This is quite a powerful tool to have in "your corner" when looking to integrate multiple systems. Mine are top notch, thanks to Brian. In addition, he always seems to be available (with a smile on his face) to help with any problems...despite his infants running wild on the homefront. He's the most resourceful strategic alliance I've ever come across. The man knows about what he speaks. My recomendation: follow his blog closely and call him for advise TODAY!