Brian is a Wealth Manager at Redwood and has extensive experience in the areas of investment management, tax planning, retirement planning and estate planning. He works with high-net-worth families, corporate executives and business owners to develop specialized solutions to assist them with reaching their financial goals.
Prior to joining Redwood, Brian worked for Fidelity Investments. At Fidelity, he managed a large practice dedicated to advising high-net-worth clients. Brian holds a bachelor’s degree from West Virginia University. He also obtained the CERTIFIED FINANCIAL PLANNER™ designation after completing the financial planning education requirement at the University of Georgia Terry College of Business. Brian is also a NAPFA Associate Member.
Brian was the winner of the Barron’s 2016 Market Forecasting Challenge. The Market Forecasting Challenge tests your knowledge on the financial markets and economic trends. He had the highest score in the contest’s 15 year history.
Brian and his wife, Sarah, live in Roswell with their three daughters Kaitlin, Emily and Caroline. Brian enjoys spending time with his family, personal fitness, and is an avid golfer. Brian is a member of Golf Club of Georgia and Horseshoe Bend Country club. He also enjoys cheering on his alma mater, West Virginia University and all the Atlanta sports teams.