Brian and his wife Betsy have been married for 31 years. They have three grown daughters and a grandson. When not helping families with their finances, you’ll most likely find him hiking or trail running with Betsy in the Blue Ridge Mountains near their home in Virginia.

Brian is a graduate of Westminster College and the University of Virginia. He started his career as a school teacher, transitioned out of the classroom into the role of educational representative with a curriculum company, and after a few years, left corporate America to open his first business. From there he and Betsy started several small businesses.

In 2011 Brian was introduced to the Financial Services Industry from the representative/advisor side. His love of learning, serving others and entrepreneurship made financial services a great fit for him. Brian brings 14 years of financial services experience, 19 years of entrepreneurial/business experience and a decade of teaching experience with him.