Brian Mohoric
CRPC®
Financial Advisor, CTO, Partner
brianm@vinoblegroup.com
206.317.6822
Brian and his wife, Crystal, a registered dental hygienist, boast the most active social calendars, maintaining a rigorous schedule of concerts, travel and Rainiers ball games. They also host an annual corn hole tournament in their backyard, a tournament Brian has yet to win (though Crystal has taken the trophy several times). Brian is Vinoble’s qualified plan specialist, a role for which he is well suited; before joining Vinoble, Brian was a third-party administrator (TPA) for 17 years prior to joining Vinoble in 2016, providing consultative and administrative services for small- and mid-sized business retirement plans. He has obtained the CRPC® Chartered Retirement Planning Counselor℠ designation and received a B.A. in public relations with a minor in business from Central Washington University, Ellensburg, WA. Brian also is the only Vinoblite who has achieved grandparent status.
Focus Areas
Business retirement plans
Retirement planning
Retirement plan distribution
Retirement income
Investment management