Brian is a lifelong resident of Nassau County, Florida where he has cultivated relationships with the residents and business owners of the community, assisting them with their personal and professional financial needs.
He attended the University of North Florida where he received a Bachelor’s of Business Administration in 1993. Brian furthered his education in 1999 attending Jacksonville University and completing his Masters of Business Administration (MBA) in 2001.
During Brian’s early career, he worked for UPS and excelled through the ranks to Senior Account Executive. This position provided him the opportunity to hone a unique process of analyzing and anticipating the needs of his clients, which has been the key to his success as a Financial Planner.
Brian and his wife Michelle reside in Callahan along with their three (3) sons. Brian is heavily involved in his community including coaching Pop Warner and High School football for the last fourteen (14) years.