“Helping clients get from where they are to where they want to be is my main aspiration.”
Stewart joined Brian’s team in 2008 as an intern from the University of Alabama. After completing his masters degree, he took on the position of paraplanner working closely with Brian and our clients to develop, implement, and monitor their financial plans. Stewart also takes an active role in creating and managing our investment asset allocation models and serving as a main point of contact for our clients.
Stewart grew up in Athens, Alabama and lives there with his wife, Lauren, and their two dogs, Milo and Scooter. He played on the golf team at the University of Alabama and still plays competitively. Stewart and Lauren attend the Huntsville Campus of Church of the Highlands.