Our Story

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Dear Seeker,

When I first started out 25 years ago, my focus was on collecting data, analyzing situations, and building plans. Strategy and precision were everything. But over time, I came to realize that knowing the numbers wasn’t always enough. Clients could get stuck—not because they lacked resources, but because something deeper was influencing their decisions. That gap left me frustrated, and I knew there had to be a better way.

In countless conversations with my wife, Miki—whose background in psychology brings a deep understanding of human behavior—we began to explore how emotional and cognitive patterns shape financial choices. We’ve all experienced this ourselves: the tension between what we know we should do and what we actually do.

Together, we saw the need for a more integrated approach—one that blends behavioral insight with practical strategy. That’s how the Pathfinder Program™ was born: a collaboration rooted in both professional experience and personal understanding.

Pathfinder is designed to help you align your financial life with your values, relationships, and aspirations—what we call Total Wealth. In a world filled with complexity and uncertainty, we believe this human-centered approach is what truly makes the difference.

With you on this journey,
Brian