“My focus is on active planning that reflects an intimate understanding of each client’s goals and dreams. When combined with an investment approach based on the financial science of capital markets – the result is an outstanding client experience.”
Brian has been providing unsurpassed client service since 1996. He prides himself on utilizing a unique blend of technical expertise and common sense financial direction to identify the needs of his clients and implement appropriate solutions. Brian primarily serves business owners, corporate executives, physicians, and retirees.
Brian grew up in Decatur, Alabama and he and his wife, Jane, reside in Madison, Alabama with their daughter, Emma, and son, Andrew. They enjoy traveling, playing tennis, and spending time with their dogs, Toby, Henry, and Daisy.