Brian is a seasoned financial advisor and co-founder of Team RetireWell. He oversees growth of the team and inspires collaboration with subject matter experts, advisors, analysts and administrative staff to bring a holistic and multidisciplinary approach to private wealth management. Brian manifests the team’s vision by approaching each client engagement with a desire to cultivate a true partnership, imparting valuable insight to help ensure clients feel confident in their financial future.
Brian earned a B.A. in Economics at the University of South Carolina, and he is a Certified Private Wealth Advisor (CPWA®), a CERTIFIED FINANCIAL PLANNER™ practitioner and an Accredited Investment Fiduciary®. He began practicing wealth management at Morgan Stanley Smith Barney in Tysons Corner, VA where he deepened his capital market acumen and applied advanced strategies that he has carried forward with him in his career. Brian’s higher education coupled with in-depth field experience allows him to skillfully navigate complex financial landscapes, providing clients confidence in their investments and alleviating financial strain for today and for future generations.
Brian is a family man at heart; he enjoys raising his three young children, Asher, Isla and Sophie, with wife, Katie. He met Katie while studying abroad in Barcelona, Spain, and they have continued a passion for travel throughout their relationship. They love living in North Carolina and frequent the beaches, lakes and mountains within a short drive from their home in Cary. Brian enjoys cooking, watching sporting events and playing a round of golf in his spare time.
Brian is devoted to working side-by-side with clients to design, execute and evolve sophisticated strategies that put their families’ well-being first. He provides strategic direction in order to monetize and preserve assets, minimize taxes, maximize potential growth and transfer wealth. He believes in an integrated approach to wealth management and client advocacy above all else.
Professional Qualifications
- University of South Carolina, Bachelor of Arts, Economics
- CERTIFIED FINANCIAL PLANNER™ Practitioner
- Accredited Investment Fiduciary
- Series 7 Securities License
- Series 66 Securities License
- Series 31 Securities License
- Life/Health/ Long-Term Care Insurance Licensed