Born and raised in Lexington, Brian graduated from Georgetown College where he studied Finance and Investment Management. In addition, Brian is a graduate of Kaplan University where he obtained his CFP® (CERTIFIED FINANCIAL PLANNER™) certification. Brian has also obtained the CIMA® (Certified Investment Management Analyst) designation, which is a professional certification for financial advisors and investment consultants in advanced portfolio construction, administered by Investments & Wealth Institute and taught in conjunction with Yale University School of Management. Before joining the team at Ballast in 2015, Brian served as Vice President and Portfolio Manager for a super-r