Brian has been helping clients work towards achieving their personal financial goals since 2013. He spent five years as a financial advisor with Edward Jones, where he consistently received top Client Experience Indicator scores with his clients. Brian made the move in January of 2018 to become part of the StoneCrest Wealth Management team with managing principal, Casey Mahan. Brian is a registered representative holding multiple securities registrations (Series 7, Series 66), AIF® designation, CFP® professional, as well as being a licensed agent for life, health, disability, long term care, and annuities. Brian has in depth knowledge and extensive ex