Portfolio Manager
Brian joined our team in the summer of 2016. Although it was not a certainty that he would end up here. A former biochemistry major, Brian watched the movie “Freakonomics” and changed his major to economics the very next day - and we are glad he did! Brian received his BBA in Economics from ETSU in 2014, then returned and completed his MBA in 2020. In addition, he was also able to secure his Series 65 Certification. He and his wife have a passion for animals and find themselves rescuing and helping as many as they can. He also enjoys showing off his second-degree black belt in karate and loves all things sci-fi. We can always count on his upbeat attitude and his sarcasm to help on rainy days!
Quote: “When life shuts a door, open it again. It’s a door. That’s how they work”