Meet Brian

Brian helps to simplify the complex with his focused technical experience. As a Wealth Advisor, he helps clients design their financial lives so they can thrive and have a positive impact on the people and organizations they care about.

A Chartered Retirement Planning Counselor® (CRPC), a Certified Exit Planning Advisor® (CEPA) and a Certified Plan Fiduciary Advisor® (CPFA), Brian is also enrolled in the prestigious Pepperdine University Executive Planning Certificate Program along with Yale University’s Certified Private Wealth Advisor® (CPWA) program in partnership with the Investments & Wealth Institute. He is an advisory board member of CHIP (Changing How Individuals Prosper) and a member of the Association of African American Financial Advisors.

Brian enjoys spending time outdoors with his family and is a basketball fan. His bucket list includes one day flying a plane.