About Brian
Brian has always had a knack for numbers and connecting with people. Early on he realized the financial planning world was the perfect match for him; providing an avenue to combine his math brain with his passion for helping others. As a wealth advisor, he finds helping improve the quality of his clients’ lives beyond just a monetary value to be incredibly rewarding. Providing clients peace of mind while building lasting, meaningful relationships has been a truly invaluable aspect of his career.
For Brian, the clients’ comfort level with the financial planning process is a top priority; providing a safe space for them to feel vulnerable about their financial questions or issues. The most successful relationships have been with clients who are “engaged delegators” and who view him and his team as true partners. Through conversations, meetings, and written communication, Brian has been able to build deep connections with clients over the past three decades.
In 1994, Brian founded Carolina Capital Consulting. He and his team joined Buckingham Strategic Wealth in the summer of 2021. As leader of BSW’s Charlotte, NC office, he provides extensive industry experience as well as a specialization working with physicians and senior-level executives. Brian is a CERTIFIED FINANCIAL PLANNINGTM professional, holds the Chartered Financial Consultant and Chartered Life Underwriter® designations, and is a NAPFA-registered advisor. He earned his bachelor’s degree from Furman University.
A Baton Rouge native, Brian settled in the Charlotte area after graduating college. He and his wife, Betsy, have four grown sons between them. Outside of Buckingham, he enjoys spending quality time with family and friends, paddle boarding and driving his Porsche race car at high-performance driving events on racetracks throughout the Southeast.
Brian has always had a knack for numbers and connecting with people. Early on he realized the financial planning world was the perfect match for him; providing an avenue to combine his math brain with his passion for helping others. As a wealth advisor, he finds helping improve the quality of his clients’ lives beyond just a monetary value to be incredibly rewarding. Providing clients peace of mind while building lasting, meaningful relationships has been a truly invaluable aspect of his career.
For Brian, the clients’ comfort level with the financial planning process is a top priority; providing a safe space for them to feel vulnerable about their financial questions or issues. The most successful relationships have been with clients who are “engaged delegators” and who view him and his team as true partners. Through conversations, meetings, and written communication, Brian has been able to build deep connections with clients over the past three decades.
In 1994, Brian founded Carolina Capital Consulting. He and his team joined Buckingham Strategic Wealth in the summer of 2021. As leader of BSW’s Charlotte, NC office, he provides extensive industry experience as well as a specialization working with physicians and senior-level executives. Brian is a CERTIFIED FINANCIAL PLANNINGTM professional, holds the Chartered Financial Consultant and Chartered Life Underwriter® designations, and is a NAPFA-registered advisor. He earned his bachelor’s degree from Furman University.
A Baton Rouge native, Brian settled in the Charlotte area after graduating college. He and his wife, Betsy, have four grown sons between them. Outside of Buckingham, he enjoys spending quality time with family and friends, paddle boarding and driving his Porsche race car at high-performance driving events on racetracks throughout the Southeast.