Brian has spent over 20 years working with families and business owners to identify their goals and provide personalized recommendations to prepare them for the future. Brian has built his practice around trust and integrity, with his underlying goal to assure clients have peace of mind and total transparency in their financial future. Previously, he served on private wealth teams at RBC, Pinnacle Asset Management, and SunTrust Investment Services. Brian started his career as an intern with UBS Wealth Management’s predecessor Paine Webber, while attending Millsaps College in Jackson, Mississippi. He graduated in 2002 with a bachelor’s degree in Business Administration and German.

While serving as a financial consultant at SunTrust, he worked closely with the Private Banking and Private Wealth Management offices, crafting financial plans and managing high-net-worth family investment portfolios. Brian holds the CERTIFIED FINANCIAL PLANNER™ certification and Chartered Financial Consultant® designation. He has passed the Series 7 and 66 securities exams and holds an insurance license.