Brian began his career in the financial services industry in 1999. He joined UBS in 2012, and had more than 18 years of experience navigating financial markets, including two bear markets. He was raised in Orlando and received his undergraduate degree from Auburn University's College of Engineering. While serving as an Army Officer Brian completed his MBA at Embry Riddle.

As a First Vice President - Wealth Management at UBS, he works with families to help them achieve their wealth management goals. He has attained his Certified Financial Planner (CFP®) so that he may deliver a written, comprehensive plan. Brian's proactive and customized approach covers estate, legacy and liability planning while incorporating tax efficient strategies.

Brian is actively involved in the community and served on several philanthropic, veteran and education boards. He and his wife, Katie, live in Lake Mary with their two children.

• Certified Financial Planner professional

• Auburn University Bachelor of Science
• Embry-Riddle University Masters in Business Administration

• Series 7, General Securities Representative
• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative
• State of Florida, Life Insurance Licensed

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, MI, MN, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WI, WV, WY