Brian has more than a decade of experience helping business owners address challenges and capitalize on opportunities that are unique to the entrepreneur. Brian is a member of SignatureENTREPRENEUR, a firm initiative that provides personalized wealth management services tailored to the needs of the business owner & entrepreneur. Brian works with his clients to help them design a future that affords more time to focus on what matters most.
Brian holds the CERTIFIED FINANCIAL PLANNER mark and has been named in Atlanta magazine’s Five Star Best in Client Satisfaction Wealth Managers. Brian earned an MBA in Finance from Georgia State University.
Prior to joining the SignatureFD team, Brian served high-net-worth families as a Senior Advisor at GV Financial Advisor & JOYN. There, he was a member of the Strategic Liquidity Services team, which focused on the needs of the entrepreneur.
Brian is a member of the Colony Square Toastmasters club and a board member of the entrepreneur round table, the Virtual Board.
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