Brian works with a limited number of families and business owners. His services include advice related to investment management, tax strategies, insurance planning, retirement planning and estate planning.

He utilizes a consultative team approach to identify client specific wealth management issues.

 

Brian has over 15 years of experience in the financial services industry. Brian began his career as a banker in Baton Rouge then spent time as a financial analyst in New Orleans. He was most recently a Vice President with J.P. Morgan’s Private Bank for seven years prior to the founding of Gulf Point Advisors. ​Brian earned a degree in Finance from Louisiana State University, a Master of Finance from Tulane University and is a CERTIFIED FINANCIAL PLANNER™ professional. He holds the Series 7 and 63 licenses through LPL Financial, his Series 65 license through Goss Advisors and has a LA state insurance license.

 

He and his wife Lori reside in Old Metairie with their son Parker. When he is not spending free time with family, Brian enjoys time outdoors hunting, fishing and sailing competitively.

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