Position: Vice President
Brian serves as Vice President of Investors Brokerage of Texas, Ltd. and leads its Retirement Plan Services team. He has been employed with Investors Brokerage since 2000 and has been serving the retirement plan industry since 1987.
Brian is widely recognized as a true leader in the retirement plan services industry in Central Texas. His pro-active, hands-on approach with employers and plan participants yields highly effective results. Brian has a knack for indentifying specific ways for employers to improve their plan and educating plan participants on effective wealth building techniques. As an ERISA 3(21) Fiduciary, he provides personalized investment guidance tailored to each participant’s specific goals, objectives and risk tolerance. He consistently ranks at or near the top of employee benefit satisfaction surveys.
Brian holds the CRC (Certified Retirement Counselor) and RF (Registered Fiduciary) industry credentials, identifying him as a devoted retirement plan specialist. He is licensed through FINRA Series 7, 63, 65 and holds a Group I Insurance license.
Brian is a 1986 graduate of Texas A&M University where he earned the Distinguished Student Award. He is a member of Alpha Mu Alpha National Marketing Honor Society and was an officer of Alpha Kappa Psi, Professional Business Fraternity. He and his family remain very involved with Texas A&M to this day and are recognized for their loyalty and generosity to its 12th Man Foundation as Permanently Endowed 12th Man Donors, Eppright Distinguished Donors and members of the Legacy Society.
When he’s not traveling with his wife, Jennifer and their two children, Daylan and Lauran, you might find him exploring the great outdoors or enjoying a round of golf with his friends.
View Brian’s BrokerCheck by FINRA Profile.
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