Brian has more than 10 years of experience helping clients realize their financial and retirement goals by supporting Financial Advisors through performing comprehensive financial plans. In 2011, he passed the Series 66 securities exam to become an Investment Adviser Representative and earned his life/health insurance license. He graduated from Texas Tech University with a Master’s Degree in Personal Financial Planning.
He and his wife, Crystal, are both a part of the Marriage Ministry team at Colonial Hills Baptist Church where they are both members.
Brian enjoys sports (primarily baseball, football, and golf), cooking, disc golf, reading, and clay shooting. He also enjoys spending time with his wife and their two children.