Brian joins Bridgemark Strategies as a financial services industry veteran of 28 years. He began his career as a financial advisor at AG Edwards and later served as a complex manager at a Regional Broker-Dealer. In 2007, Brian joined LPL Financial as VP of Business Development, focused on recruiting and consulting advisors. In this role he enjoyed helping advisors navigate their options in the independent and hybrid RIA space. Most recently, Brian served as Senior Vice President of Business Development for Triad Advisors/Advisor Group.
Working with thousands of advisors from Wirehouses, Regionals, Independent and Hybrid RIA firms, Brian brings his experience and knowledge of broker-dealers and RIAs including their challenges and opportunities. In working with Bridgemark Strategies, and their portfolio of over 100 different solutions, Brian will be able to leverage his skills and experience as an objective consultant to help financial advisors find and evaluate firms.
Brian earned his BS in Finance from the University of Georgia. He lives at Lake Oconee, outside of Atlanta, with his wife and three children. In his spare time, he enjoys playing golf, fishing, water sports and cheering on the Georgia Bulldogs.