CFP®, CPA/PFS, ChFC®
Managing Director / 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 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, Brian was an accountant with one of the four largest global accounting firms. 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.
Brian earned a bachelor of science degree in finance and accounting from the University of North Alabama, graduating magna cum laude. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Consultant® (ChFC®), and a Certified Public Accountant (CPA). Brian was awarded the Personal Financial Specialist (PFS) credential by the American Institute of Certified Public Accountants (AICPA). He is a member of the AICPA and the Financial Planning Association of North Alabama. In 2022, 2023, and 2024, Brian 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 member of the Huntsville Rotary Club and a trustee for The Livin’ Room, a volunteer service center where those with needs are honored and aided in a caring, neighborhood-like way. Brian is a deacon at Mayfair Church of Christ and serves as a trustee for Randolph School.
A native of Decatur, AL, Brian played collegiate tennis at UNA. He and his wife Jane reside in Huntsville with their 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 Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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.