Since 2009, Brian has built an advisory business which provides thorough and comprehensive financial guidance to clients across the country. He works primarily with business owners, as well as corporate executives and professionals. He also works with educators on ways to maximize their future pension payments.
For the business owner, Brian and WealthCreation Atlanta (WCA) design and implement executive compensation strategies intended to reward and retain top company talent. Additionally, they provide top-notch solutions and service in 401k-plan management and group life, disability and health insurance. Expertise in these areas allows business owners to focus on growing their company profitability. Finally, as business owners prepare to sell or leave their business, Brian and WCA help them maximize the after-tax profitability of that exit.
With executives and professionals, Brian helps simplify and add structure to the retirement savings and investing path. Many people are unsure if they are saving enough, and if that savings is being allocated to the right buckets. Through his educational advisory process, Brian empowers people with financial knowledge and confidence. With this confidence, families can more effectively maintain a financial path that works for their goals.
With teachers, Brian uses their personalized pension data to help them better understand their future pension options. Once those options are clearly understood, Brian helps implement strategies that might allow for increased pension payouts in the future.
For all three of these categories, Brian helps clients transition from “working for money,” to having their money work and generate income for them. For many people, this income-generation time is “retirement.” For others, it may be the time after sale of a business—even earlier in life—when income is needed to pursue other passions and interests.
For six straight years (2013-2018), Brian was recognized by NAIFA as one of Atlanta’s top financial advisors under 40 years old. And while metro Atlanta is his current home, he carries securities and insurance licenses in multiple states.
Brian began his college career at the U.S. Naval Academy, and graduated from Samford University in Birmingham, Alabama. After college, he spent five years playing professional football in the NFL, CFL and NFL Europe. He lives in Chamblee, Georgia, with his beautiful wife, Jillian.