With more than 20 years in the investment industry, Brian provides tailored guidance and strategies to help clients pursue their financial goals and personal aspirations. Honest and a natural leader, he has expertise in comprehensive financial planning and enjoys making a positive impact in clients’ lives through sound financial counsel.
As an Accredited Asset Management Specialist, Brian has completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. He adheres to standards of professional conduct and devotes himself to continuing industry education.
Before joining our team in August of 2017, Brian was a financial advisor with Edward Jones. He earned a bachelor’s degree in Sociology from Radford University.
Originally, from the Hampton Roads area, he presently lives in Waxhaw, North Carolina with his wife Mitzi, and their children.
As an avid sports fan, if I were to do anything else for a living it would probably be representing athletes as a sports agent. However, I’m able to satisfy that itch in my real life as a volunteer baseball coach for Nansemond River High School, and by coaching and managing a local travel baseball organization that helps to provide resources for young athletes in the community to enhance their academic, athletic and life skills.
Beyond sports, I love to experience new cultures so am naturally interested in traveling anywhere and everywhere. Learning Spanish is on my bucket list, so maybe a trip to Spain or Latin America is in my future! The best place I’ve been yet, though, would have to be the British Virgin Islands. With its pristine beaches and waters, being in such a beautiful and relaxing place brought me so much peace.
Wherever I may travel, the one thing I can’t live without would be my family. They’re the people I love the most and the ones who keep me centered and bring out the best in me.