Brian is a finance professional whose career spans a rich breadth of industries and functions, including leadership in the public, private, and non-profit sectors. His diverse experience in all the areas offered by the firm makes him uniquely qualified to deliver integrated financial services. In addition to being a consummate number cruncher, he is a leader whose financial insight has made well-known organizations more efficient and profitable. His mission is to do the same for you.

Brian is a Certified Public Accountant (CPA) licensed in North Carolina, has earned the Chartered Financial Analyst (CFA) designation, one of the highest distinctions in investment management, and is an Investment Adviser Representative. His formal education includes a bachelor’s degree from the University of Miami and an MBA from the Fuqua School of Business at Duke University. Brian is a proud veteran of the U.S. Army.