Brian brings over thirty years of executive leadership experience to our Team. He has held positions of CEO, president, COO and CFO in a number of organizations ranging from start-ups to Fortune 500 corporations. In addition to his business acumen, Brian has extensive financial knowledge driven by his turn-a-round experience. Brian’s diverse background is well suited to help serve the needs of business owners, affluent individuals and key executives in the areas of business and personal planning.
Brian is a Cum Laude Graduate of the University of Cincinnati, with a B.S. in Accounting. He holds the Series 7 and 66 registrations with LPL Financial.
Brian is a native of Omaha, NE, however he has lived in many parts of the country during his career. He has resided in Hendersonville, TN for the last 14 years, and is happy to call it his permanent home. He and his wife of 39 years, Kathy, are “empty nesters” of three children—one a talented musician, one a Naval Aviator, and the third a nurse married to a Naval Aviator.
Brian has always been an active member of his community, and is currently involved in several civic activities and organizations. They include the Hendersonville Rotary Club, Shepherd at Community Church, and the Mentoring/Tutoring Program at Sumner County Schools. He is also a Trustee on the Foundation Board for Volunteer State Community College.