In 1994, Brian founded Carolina Capital Consulting. He and his team joined Buckingham Strategic Wealth in the summer of 2021. As leader of BSW’s Charlotte, NC office, he provides extensive industry experience as well as a specialization working with physicians and senior-level executives. Brian is a CERTIFIED FINANCIAL PLANNINGTM professional, holds the Chartered Financial Consultant and Chartered Life Underwriter® designations, and is a NAPFA-registered advisor. He earned his bachelor’s degree from Furman University. A Baton Rouge native, Brian settled in the Charlotte area after graduating college. He and his wife, Betsy, have four grown sons between them. Outside of Buckingham, he enjo