My Story

About Brian Lomax

Brian is a long time advocate for income management, debt reduction, and building savings. In preparation for the client to live within their means, Brian has help clients establish a baseline of where they are now to where they want to be and helped them establish an emergency fund to better plan for unplanned expenses, without the need for credit or charge debt. He has assisted several hundreds of his clients to learn how to better manage their income, gather financial resources and become better money managers.

Brian served in the U.S. Navy for nearly 25 years, serving as an active duty enlistman and a Naval Officer. He has served clients all over the country and the United States Virgin Islands he has helped clients change their personal financial lives. Helping everyday people achieve financial surety and confidence.

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