Brian is a Certified Financial Planner™professional who focuses on creating customized financial plans and developing investment strategies that align with his clients’ specific goals.
He serves clients who are nearing or in retirement and value having a retirement plan designed to meet important goals such as creating lifetime retirement income, building a legacy plan or having a charitable giving strategy.
He also serves clients who are mid-career with high earnings and want assistance with wealth accumulation, insurance planning, education funding and other goals. In addition, he serves the corporate retirement plan market as a 3(21) fiduciary, serving plan participants and their beneficiaries with their best interests in mind.
He is always looking for new ways to enhance his industry knowledge and add value for his clients by attending relevant trainings and staying up to date on market activity. His passion for finance extends far beyond the usual 9 to 5 – he starts every morning watching Squawk Box on CNBC.
Brian joined The Noble Group as a wealth management advisor in 2017. Earlier in his career, he was a financial advisor at Christ Taylor, LLP, and New England Financial. He earned a bachelor’s degree in finance from Texas A&M. For the last several years, Brian has served as a mentor for the Caring Aggies Mentoring Program (CAMP), an organization whose mission is to mentor children as they develop through school and inspire them to pursue higher education. Brian is also a member of CAMP’s advisory board and helps organize an annual STEM camp at A&M’s main campus.
Brian was born and raised in Houston and lives in the city’s Heights area with his wife, Jessica, and son Luke. In his free time, Brian enjoys anything competitive – sports, games, cards. He also enjoys spending time with his family. The family is active in their church, The Story Houston.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.