As a Wealth Manager, Brian helps clients create financial and investment goals, develop and implement wealth management strategies, and monitor their progress towards each target. Brian holds a bachelor’s degree from the U.S. Naval Academy, an MBA from Old Dominion University and a graduate certificate in Personal Financial Planning from Georgia State University. Brian is also a Certified Financial Planner™.
Brian is an active member of the National Association of Personal Financial Advisors (NAPFA) and serves as the NAPFA Atlanta Study Group leader.
Brian retired from the U.S. Navy Reserves as a Commander where he served as a naval flight officer in the E-2C Hawkeye surveillance aircraft for 24 years.
Brian and his wife, Betsy, have two sons and a daughter, James, Jack, and Kate. They are active members of Intown Community Church where Brian serves as a deacon. Brian enjoys watching his kids play sports, personal fitness, CrossFit and making cocktails for family and friends.