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.

 

Best piece of financial advice received:

Invest early, invest often.

Favorite quote:

“I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” – Maya Angelou

Favorite food:

BBQ

If you could meet anyone, past or present, it would be:

Jesus Christ

Hidden talent:

I am a great cook!

Favorite book:

“Total Recall: My Unbelievably True Life Story” by Arnold Schwarzenegger

Favorite movie:

Any James Bond movie

Favorite TV show:

“The Wire”

What motivates you:

To have a huge positive impact on those I care for most

Favorite holiday:

Thanksgiving

Something on your bucket list:

To fly a plane

Place you’d most like to visit:

Italy

Biggest accomplishment:

Marrying my wife