Brian is a Wealth Advisor Associate on the Private Wealth team. Brian brings experience in client relations and developing and implementing financial plans and investment strategies. He will lead the advisory team in the preparation and execution of client meetings and financial plans as well as serve as advisor to several Diamond clients. Brian has been in the financial services industry since 2017 and has a true passion for helping clients pursue their financial goals.
Brian helped manage his family’s small business in Georgia prior to moving to Las Vegas in 2017 with his wife, Brittany.
Brian only provides advisory services through CWM, LLC