Entrepreneurs and business professionals have chosen to work with Brian because he is passionate, dedicated and committed to being a resource for their financial security. What that means to those he serves is he shows a genuine interest in helping his clients understand, evaluate and implement effective business and estate planning solutions. The benefit to them is the clarity, confidence and capability they have to protect and preserve their lifestyle, assets and people they care most about.
Brian resides in Cary, NC, with wife Kate, dogs Gus and Stella, and two children.
- University of South Carolina, Bachelor of Arts, Economics
- CERTIFIED FINANCIAL PLANNER™ Practitioner
- Accredited Investment Fiduciary
- FINRA Series 31 Securities License
- FINRA Series 66 Securities License
- FINRA Series 7 Securities License
- Life/Health/ Long-Term Care Insurance Licensed