Vice President, Private CFO®
Hometown: Marietta, GA
States Licensed: GA, TN, SC, VA, FL, AR, KY
Vice President, Private CFO®
Brian is a true Atlanta native and graduated from Walton High School. He got his Bachelor's degree in Business from Samford University in Birmingham, AL and then his Master's degree from Beeson Divinity. He is blessed to be married to his best friend, Jen, and they have 4 amazing kids (age range 7-13). He is active in his community by serving as a deacon at Johnson Ferry Baptist Church and helps lead their Children's Worship Service called Kid's Church. He is a baseball and soccer coach each season through the Upward sports program and even serves on the board for his kid's school, East Cobb Christian School. And if there is ever any free time from all this, he likes to run with his dog or sit on the back deck with friends/family or just read a good book.
Are you an early bird or a night owl?
What would the title of your autobiography be?
Enjoying the Journey
If you could only listen to one song for the rest of your life, what would it be?
I still haven't found what I'm looking for - U2
If you could have the power of teleportation right now, where would you go?
What is the last TV show you binge-watched?
Motto or personal mantra?
I can do all things through Christ who strengthens me.
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How to look after your Finances when you get Divorced
How 529 Plans Can Now Fund Education and Retirement
The Mystery of the Disappearing Vacation Day
Reverse-Boomerang Effect Coming to a House Near You?
Refinance Loan Advantages
Student Loan Forgiveness: Where are we, and where do we go from here?
Chapter 13: What You Can and Can’t Do with This Designation
Could You Be Owed Money? How to Find Out If You Have Any Missing Money
Is Social Security A Ponzi Scheme?
Handling Market Volatility
The Sequel is Now Law – What’s In SECURE Act 2.0?
How to Save For A Down Payment on Your First Home
8 Edgy Ways To Make A Fortune While Staying At Home
Ways to Protect the Financial Data on your Mac from Malware
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Background and qualification information is available at FINRA's BrokerCheck website.
* Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.
+ Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. oXYGen Financial is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice. Investor Disclosures: https://Bit.ly/KF-Disclosures