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Brian has over 25 years of experience providing comprehensive philanthropic, estate and business planning to affluent families. He currently holds the designations of Accredited Estate Planner®, Chartered Advisor of Philanthropy®, Chartered Financial Consultant® and Chartered Life Underwriter®. In addition to other community and professional involvement, Brian recently served on the Board of Directors, the Governance Committee, and chaired the Philanthropic Services Committee at the Community Foundation for Greater Atlanta. He also chaired the Advisory Committee for the Philanthropic Advisor Leadership Institute and served on the Advisory Committee and Grant Review Committee for One Region Atlanta, the Board of Directors for the Atlanta Chapter of the Society of Financial Service Providers, and on the Professional Affiliate Program and Gift Acceptance Committee for CARE USA. Brian is a graduate of the 2017 Class of Leadership Atlanta. He is an active member of the Atlanta Estate Planning Council and the AALU, and a frequent speaker on philanthropic and estate planning topics.