Meet Brian
As a Senior Wealth Advisor, Brian works to deliver exceptional service to our clients in the areas of portfolio management, risk management, estate planning, tax planning, lending and retirement income planning. He focuses on all seven cornerstones of the CFP® process and works to ensure that clients can delegate their financial lives to us, while enjoying family and the things truly important to them.
Brian has nearly two decades of experience as an advisor, and he earned his CFP® designation in 2012. He is a member of the Financial Services Institute and the Financial Planning Association.
In his free time, Brian enjoys spending time with his wife, Audrey, and son, Hendricks, as well as traveling, playing golf, reading and anything outdoors.
Qualifications
- BS Finance, School of Management George Mason University
- CFP®
- Member of Financial Services Institute
- Member of Financial Planning Association