Brian has been helping people and their families with financial planning for over 18 years. He started his career in 2006 and became a managing partner with Johns Creek Financial in 2018. As a CERTIFIED FINANCIAL PLANNER® professional, he has extensive experience in the areas of investment management, tax planning, retirement planning, and estate planning.
Brian holds a bachelor’s degree from West Virginia University. In 2014 he obtained his CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards to mark his commitment to delivering the most suitable advice and guidance for his clients.
Brian was the winner of Barron’s 2016 Market Forecasting Challenge by achieving the highest score in the contest’s 15-year history. The Market Forecasting Challenge tests general knowledge and predictions on financial markets and economic trends. The Barron's Annual Forecasting Challenge award is based on the highest score of the multiple choice questionnaire.
Brian and his family live in East Cobb. Outside of work, Brian enjoys spending time with his family, personal fitness, sports, and playing golf. Brian is a member of Golf Club of Georgia and Horseshoe Bend Country club.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.