Managing Director – Financial Planning

One of the things Brian learned as a professional athlete is that to be at his peak at the Game and enjoy his life as much as possible, he needed to have confidence in his finances and future.

While he was playing baseball, Brian had people who handled his calendar, taxes, and money, which provided oversight and peace of mind. When he retired, Brian gave a lot of thought to how he wanted that structure to look going forward and what he wanted to do for the next phase of his career.

Brian realized how much he valued good advice and structure on investing. He set out to deliberately and methodically become educated on not only how to create and grow wealth but how to access it properly to help fund a fulfilling retirement that lasts decades.

Brian became an advisor to provide freedom and confidence to highly accomplished people. His experiences in baseball and passion for personal finance give Brian a unique perspective and skillset that very few advisors possess.

Brian received his Masters in Financial Services from The American College of Financial Services and has earned several of the industry’s most revered designations since he began his career. When he is not nerding out to the latest retirement planning insights, Brian loves a great round of golf, Crimson Tide football, and spending quality time with his wife Jenny and their three incredible children.

Education

  • Masters in Financial Services, The American College of Financial Services

Professional Certifications & Associations

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Retirement Income Certified Professional® (RICP®)
  • Chartered Life Underwriter (CLU®)
  • Accredited Estate Planner (AEP®)

Greatest Professional Satisfaction

My greatest professional satisfaction is being able to sit across from a client and reveal that their hard work and the strategies we employed have gotten them to the point that their ideal retirement lifestyle is within reach.

Greatest Personal Satisfaction

My greatest personal satisfaction is watching my children work through issues and then seeing the joy on their faces when they figure out a solution and thrive.