Brian is a native Houstonian that has a passion for helping people manage the goals of which they work so hard. He has almost two decades of financial services experience and has trained with some of the top Wall Street firms during that time. Brian is a former college athlete, that brings his competitive spirit to helping clients pursue the vision they have for their families and businesses.
Brian always starts any client relationship with a plan. The plan is client-centric and not product focused. The investment strategies he provides evolve from the consultative process with his clients. Brian has an extensive knowledge of financial planning and investment tactics. He has a confident approach to investing centered around the relative strength of the market, and uses point and figure charting to take the emotion out of investment decisions. He is a Chartered Retirement Planning Counselor® and is currently enrolled in the prestigious Pepperdine University Executive Planning Certificate Program.
Brian and his wife Melanie have a daughter, Elle, that is their pride and joy. They are active with their local church and volunteer organizations, and Brian is a patron member of the Museum of Fine Arts.