Brian has worked in the financial services industry since June 2013 and has been with EFS since 2015. After working as a licensed Sales Assistant for over 2 years, Brian became a Financial Advisor in March 2017.
Brian holds a Bachelor of Science degree in Business Administration from North Carolina State University. Brian also is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7 and Series 63 securities licenses held through LPL. He is also licensed for insurance in North Carolina.
Brian’s responsibilities include leading our financial planning efforts and assisting Gary in all aspects of client engagement. In addition, Brian services clients directly with a focus on young professionals.
Brian and his wife, Lexy, live in Cary, North Carolina, along with their two dogs, and enjoy travelling abroad and throughout the US. Outside of work and travelling, Brian enjoys hiking, cooking, volunteering at the SPCA of Wake County, and watching sports.