Brian’s motto is: “Hope for the best, but plan for the worst.”
Brian has helped retirees and business owners craft effective income and tax strategies for over 30 years. His comprehensive approach to planning is designed to help clients retire earlier, and his income strategies help keep clients from worrying about the ups and downs of the market. His knowledge and strategic relationships assist business owners in saving on taxes, keeping more of their hard-earned money in their pockets!
Brian took his first position in a Fortune 500 financial services company in 1995, where he moved into the company’s top 1% in sales in three years. After a successful 10-year corporate career, he knew that to truly serve his clients without product bias and corporate self-interest, he needed to start his own firm.
In 2005, Brian founded TruWealth Strategies, which later became Raleigh Wealth Solutions.
Brian has appeared in Fortune, CNN Money, USA Today and several local publications. Here in Raleigh, he is known as “Raleigh’s Wealth and Retirement Coach.” His radio show airs on WTKK 106.1 every Saturday and Sunday.
Born and raised in Swanton, Vermont, Brian graduated from the University of Vermont with a Bachelor of Science in education. He earned his master’s degree from Western Carolina University and obtained his Life Underwriter Training Council Fellow (LUTCF®) designation in 1999, with a focus on estate and business planning strategies.
Outside of the office, Brian plays and coaches hockey and enjoys working out, biking, yoga, and canoeing. He and his wife, Jill, have four children. Their oldest daughter, Mikayla, is a wealth advisor at Raleigh Wealth Solutions, and their daughter Shaelyn serves as the firm’s director of marketing. Their son Jake is a personal trainer, and their youngest, Brandon, attends North Carolina State University.