Education: Bachelor's degree in marketing from Michigan State University and MBA in International Business from the George Washington University

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Certifications: Series 66 (Investment Adviser Representative), FINRA Series 7 (Registered Representative), Resident Producer (Accident, Life & Health Insurance) 

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Hobbies: Brian enjoys watching his kids sporting events including hockey, volleyball, tennis and baseball.  He also enjoys playing hockey in the local men's leagues.

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Career Statement: Brian is active in the 403(b) market assisting teachers and staff members of various school districts plan for their retirement needs.  Additionally, Brian works with both individuals and groups from all backgrounds to help reach their financial goals.  As an Investment Adviser Representative Brian is able to manage client assets on a fiduciary basis and assign 3rd party money managers where appropriate. 

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Family Life: Brian resides in Birmingham with his wife Michelle, daughter Isabelle and son Chase. They have a 7 year old whippet named Piper that is known to many of the neighbors as a local escape artist. They are members of the First United Methodist Church of Birmingham.

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