Favorite Sports Team – Chicago Cubs, Indianapolis Colts
Favorite Book or Movie – Principles by Ray Dalio
Ideal Dinner Guest(s) – My Grandfather’s & Great Uncle
Qualities I Admire in Others – Compassion; Willingness to be open-minded
After becoming Partner in 2010, Brian deploys his collaborative style to ensure customized wealth-building solutions for every financial planning need. Brian earned his Certified Financial Planner designation in 2010. Prior to joining the firm, Brian guided clients as an Advisor for Raymond James in Clearwater, Florida.
Brian is the proud father of 2 children, Makenna and Nicholas, and happily married to Kimberly since 2000. Brian enjoys crossfit, golfing, running, and spending time with family and friends at the lake.
Education – B.S. in Elementary Education from Liberty University
Professional Designations – Certified Financial Planner ®
Memberships – T5 Group Advisory Board
Broker Credentials – #4470593