Brian works with each of his clients to organize their financial picture, by helping define unique goals and charting a path to assist them in achieving those goals. His focus is on understanding each person by asking questions and taking the time to listen to what is important to them. Brian takes a numbers-based approach in creating customized recommendations for each prioritized goal. He likes to meet with clients quarterly to understand any changes in their finances, discuss progress to achieving goals, and make necessary adjustments to their investments or financial plan. He understands that life happens and goals change over time.
In addition to his role as an advisor, Brian also enjoys his responsibilities in monitoring markets and researching options for portfolios. He completes comprehensive research using both qualitative and quantitative measures to help choose investments that we feel best match the needs of the clients at River City Wealth Management.
Brian has served in the financial planning field in Jacksonville, FL, since 2006 when he started with Merrill Lynch. He left the brokerage world and joined the independent path with Madden Advisory Services, Inc. in 2014. In 2019, he joined River City Wealth Management with Michelle Barron at its foundation.
Brian is dedicated to advancing his knowledge and education in order to keep up with financial trends and strategies. He is a Chartered Financial Analyst (CFA) Charter holder and holds the CFP® - CERTIFIED FINANCIAL PLANNERTM designation. He graduated with a Bachelor’s degree in Business Administration from the University of Florida and a Master's in Business Administration (MBA) from Jacksonville University. He stays active in the professional community as a member of the CFA Society of Jacksonville, the Financial Planning Association (FPA) of Northeast Florida, and the World Affairs Council of Jacksonville.
When Brian is not working, you will likely find him traveling with his wife and son, reading a book, offshore fishing, trying to re-learn piano, or playing with his dog, Cider.