Office Location:
6115 Park South Drive
Suite 200
Charlotte, NC 28210
Brian is a Financial Advisor at Consolidated Planning, where he works with individuals and families to help them achieve their financial goals through personalized strategies and ongoing guidance. Before joining Consolidated Planning, Brian was a financial planner at TriCapital Wealth Management and previously spent five years at Vanguard, building deep experience in investment management and comprehensive financial planning.
Brian is passionate about sharing his knowledge and helping clients turn their financial aspirations into reality. He earned his Certified Financial Planner™ designation in 2021, demonstrating his commitment to delivering trusted advice with a high standard of professional excellence. Brian graduated from Clemson University with a degree in Financial Management and a minor in Accounting.
Originally from Illinois, Brian has called the Carolinas home for more than a decade. He now lives in the South End area of Charlotte with his wife. Outside of work, he enjoys spending time outdoors, playing and watching sports, and discovering new restaurants across the Charlotte area.
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Securities products and services and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive Suite 200 Charlotte, NC 28210, (704)-552-8507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian.
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