CFP®, CPA/PFS, ChFC®
Managing Partner / Financial Advisor / Member Owner
My focus is on active planning that reflects an intimate understanding of each client’s dreams and evidence-based investing that captures the financial science of capital markets. Then, our team’s goal is to deliver an outstanding client experience.
Brian is a managing partner and financial advisor in Savant’s Huntsville, AL office. He has a membership interest in Savant.
Brian primarily works with those facing life transitions or liquidity events, especially business owners preparing for or finalizing the sale of their business, individuals liquidating shares of their employee-owned companies, and executives, physicians, and others focusing on retirement.
As a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Financial Consultant® (ChFC®), Brian is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding. In addition, he is a Certified Public Accountant (CPA) and was awarded the Personal Financial Specialist (PFS) credential by the American Institute of Certified Public Accountants (AICPA).
Brian has been involved in the financial services industry since 1993. He was the Huntsville managing partner for Bridgeworth until it joined with Savant in 2023. Prior to joining Bridgeworth, he was an accountant with one of the four largest global accounting firms.
Brian is a member of the AICPA and the Financial Planning Association of North Alabama. In 2022, 2023, and 2024, he was named to the Forbes’ Best-in-State Wealth Advisors list.
Brian is a member of the Philanthropic Advisors Network of the Community Foundation of Huntsville/Madison County and the Professional Advisors Council of the Hudson Alpha Institute for Biotechnology. He is a trustee for Randolph School, a member of the Huntsville Rotary Club, and a deacon at Mayfair Church of Christ.
Brian earned a bachelor of science degree in finance and accounting from the University of North Alabama, graduating magna cum laude.
A native of Decatur, AL, Brian played collegiate tennis at UNA. He and his wife Jane reside in Huntsville and have two children, Emma and Andrew. They enjoy traveling, playing golf and tennis, and spending time with their dogs, Toby, Henry, and Ollie.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® 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 marks.
2024 Forbes Best-in-State Wealth Advisors: The 2024 Best-in-State Wealth Advisors list published in April 2024 is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. All advisors that are considered have a minimum of seven years’ experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Savant did not pay a fee to be included in this ranking.
2023 Forbes Best-in-State Wealth Advisors: The 2023 Best-in-State Wealth Advisors list published in April 2023 is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. All advisors that are considered have a minimum of seven years’ experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Savant did not pay a fee to be included in this ranking.
2022 Forbes Best-in-State Wealth Advisors: The 2022 Best-in-State Wealth Advisors list published in April 2022 is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. All advisors that are considered have a minimum of seven years’ experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Savant did not pay a fee to be included in this ranking.