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 20 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. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards and a Chartered Financial Analyst (CFA®) charterholder as designated by the CFA Institute.
Brian and his wife Stephanie have two young children and enjoy traveling, cooking and spending time with family.
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