About Brian
As leader of Focus Partners Wealth’s Charlotte, NC, office, Brian provides extensive industry experience as well as a specialization working with physicians and senior-level executives. Brian has always had a knack for numbers and connecting with people. Early on he realized the financial planning world was the perfect match for him, providing an avenue to combine his math brain with his passion for helping others. He finds helping improve the quality of his clients’ lives beyond just a monetary value to be incredibly rewarding. Providing clients peace of mind while building lasting, meaningful relationships has been a truly invaluable aspect of his career.
For Brian, the clients’ comfort level with the financial planning process is a top priority; providing a safe space for them to feel vulnerable about their financial questions or issues. The most successful relationships have been with clients who are “engaged delegators” and who view him and his team as true partners. Through conversations, meetings, and written communication, Brian has been able to build deep connections with clients over the past three decades.
A Baton Rouge native, Brian settled in the Charlotte area after graduating college. He and his wife, Betsy, have four grown sons between them. Outside of work, he enjoys spending quality time with family and friends, paddleboarding, and driving his Porsche race car at high-performance driving events on racetracks throughout the Southeast.
Education and Professional Milestones
-Furman University - bachelor’s degree
-Was founder of Carolina Capital Consulting
As leader of Focus Partners Wealth’s Charlotte, NC, office, Brian provides extensive industry experience as well as a specialization working with physicians and senior-level executives. Brian has always had a knack for numbers and connecting with people. Early on he realized the financial planning world was the perfect match for him, providing an avenue to combine his math brain with his passion for helping others. He finds helping improve the quality of his clients’ lives beyond just a monetary value to be incredibly rewarding. Providing clients peace of mind while building lasting, meaningful relationships has been a truly invaluable aspect of his career.
For Brian, the clients’ comfort level with the financial planning process is a top priority; providing a safe space for them to feel vulnerable about their financial questions or issues. The most successful relationships have been with clients who are “engaged delegators” and who view him and his team as true partners. Through conversations, meetings, and written communication, Brian has been able to build deep connections with clients over the past three decades.
A Baton Rouge native, Brian settled in the Charlotte area after graduating college. He and his wife, Betsy, have four grown sons between them. Outside of work, he enjoys spending quality time with family and friends, paddleboarding, and driving his Porsche race car at high-performance driving events on racetracks throughout the Southeast.
Education and Professional Milestones
-Furman University - bachelor’s degree
-Was founder of Carolina Capital Consulting