About Brian
Brian works with high-net-worth individuals and families to help them reach their financial goals. He provides guidance to clients in the areas of retirement planning, investment management, estate planning, college planning, and risk management.
When it comes to financial planning, he recognizes the importance of providing advice that gives clients peace of mind. Brian believes that guiding clients through complex situations is one of the most important ways an advisor can help clients achieve their dreams.
He resides in Flowood, Mississippi, with his wife, Nikki, and their two sons.
Education and Professional Milestones
-Mississippi State University - bachelor’s and master’s degrees
-Was a financial advisor at a large regional financial institution
Brian works with high-net-worth individuals and families to help them reach their financial goals. He provides guidance to clients in the areas of retirement planning, investment management, estate planning, college planning, and risk management.
When it comes to financial planning, he recognizes the importance of providing advice that gives clients peace of mind. Brian believes that guiding clients through complex situations is one of the most important ways an advisor can help clients achieve their dreams.
He resides in Flowood, Mississippi, with his wife, Nikki, and their two sons.
Education and Professional Milestones
-Mississippi State University - bachelor’s and master’s degrees
-Was a financial advisor at a large regional financial institution