Brian serves as a Wealth Manager, working directly with clients to develop and maintain a customized financial plan addressing all aspects of their financial life focusing on retirement planning, investment management, tax planning, estate planning, charitable giving and business succession planning.
Brian brings over 16 years of experience as a financial services professional to his relationship with clients. Prior to joining Creative Planning, he was a Senior Financial Advisor for a large investment advisory firm where he served high net worth individuals and families. Brian was responsible for having a holistic understanding of his clients’ circumstances and worked closely with them to help achieve their goals.
Brian received his Bachelor of Science degree from the University of Alabama at Birmingham and is a Chartered Financial Analyst. He has also earned the CERTIFIED FINANCIAL PLANNER™ designation.
Brian and his wife Stephanie have a young son, Oliver, and enjoy traveling, cooking and spending time with family.