3200 West End Ave.
Nashville, TN 37203
After several years of assisting families with their financial needs, Brian joined Larson Financial in 2014 as a Financial Planner. His focus is on holistic financial planning in order to help residents, fellows, practicing physicians and dentists throughout the country simplify the more complicated aspects of their lives. He brings past experience aiding many families with their Vanderbilt benefit elections and compensation packages, which makes him a great asset to the Nashville team.
Brian’s primary focus is building balanced and coordinated wealth plans with the unique needs of physicians in mind. This includes areas such as portfolio management, tax-efficient investing, risk management, aspects of estate planning and financial contract review. One of the most important aspects to him is creating trust and confidence with each client while being held to a high fiduciary standard. This is done by helping educate the client through each phase of the planning cycle to maintain transparency throughout the process.
Brian received his Bachelor of Business Administration in Business Finance from Middle Tennessee State University, but knew it was individuals that he really wanted to help. He later earned a Certificate in Financial Planning from Belmont University before becoming a CERTIFIED FINANCIAL PLANNER (CFP® ) practitioner in 2014. He also holds his FINRA Series 7 and 66 securities licenses, and is a licensed agent for life, health and disability insurance.
When he is outside of the office, Brian is often found running the streets or trails of Middle Tennessee. He hasn’t been an avid runner for long, but has already completed a number of half marathons, full marathons and a variety of other races. He has recently been volunteering with East Nasty Running Club to help other runners find their potential in completing their first half marathon or reaching that always elusive personal record.
Check the background of this investment professional on FINRA’s BrokerCheck