Brian focuses on assisting affluent families, high-income individuals, and companies to minimize the effect of taxes and risk. His emphasis includes the protection of wealth, retirement accumulation, and non-qualified planning for management teams. In 2005, he began his career in the financial services industry working in a variety of roles by providing funding sources, debt restructuring, and long-term corporate planning. Brian’s passion in the value and importance of relationships led him to join BEJS in May of 2021.
A native of Greensboro, Brian graduated from the University of North Carolina at Greensboro with a BS in Finance, Insurance, and Real Estate.
Residing in Davidson, NC, Brian is very active within his community. He has served in several leadership roles within CMS schools including the School Leadership Team, President of the Booster Club, as a Board Member for the local swimming pool, and volunteer for numerous organizations. A former high school basketball and baseball coach, Brian continues to work with athletes as The Director for Team Development at Charlotte Dream Elite and coach in the girls travel basketball circuit.
In his free time, he enjoys spending time with his daughters, Kenedie and Karsyn, coaching basketball, playing golf, sitting on the beach, and reading the occasional book.