Brian operates a boutique, modern wealth management practice with Cetera Advisors with a focus on expanding personal family wealth through financial consulting, investment management and risk management. Brian has nearly 20 years’ experience in the financial services industry. After graduating with honors from Georgia State University with dual degrees in Finance and Marketing, he went on to work at two large national firms – A.G. Edwards and Merrill Lynch. Realizing he could better serve his clients in a more independent manner, he set up his current practice with Cetera Advisors in 2009 where he has enjoyed continued success and growth.
Brian’s primary area of expertise is investment management. He has developed a set of skills and processes that he feels will provide significant value to both novice and sophisticated investors alike. He takes particular care in educating his clients so they not only understand what he recommends but also why. He feels that when all parties are better informed it improves collaboration and leads to more confident and successful outcomes. Brian also provides financial consulting services for his clients looking for assistance in planning their entire financial lives. From the formulation of goals to the analysis of current conditions to planning for future scenarios, he provides exceptionally detailed analysis and guidance to help his clients navigate an ever-changing economic environment. Lastly, Brian works with many of his clients to help manage their risk. He provides analysis, advice and access to numerous insurance companies and products to help protect against unforeseen circumstance as it relates to life, disability and long-term care.
An Atlanta native, Brian lives in the Chastain Park area of Buckhead with his wife, Clare. Together they enjoy travelling, hiking and fly fishing. In his spare time, he’s an avid tennis player and an aspiring singer and guitarist.