Brian began his professional journey with Gatewood Wealth Solutions in 2008 as the firm’s third recruit among its current team. Brian contributed significantly to growing the firm’s advisory assets under management and propelling Gatewood Wealth Solutions to Barron’s recognition as one of the nation’s top 1,200 advisors. Today, Brian holds the positions of Chief Financial Officer, Wealth Advisor, and Partner in the firm. In his role as CFO, Brian is responsible for crafting financial operations and standard procedures to adeptly manage the company’s financial statements. He provides analytical models for benchmarking compensation, budgeting, forecasting P&L statements, evaluating valuations, and assessing profitability by product line. Brian excels in his other role as Wealth Advisor, where he serves as a client relationship manager. Brian ensures clients receive excellent care, especially during crucial or complex life decisions. His proficiency extends to asset allocation, security evaluation, portfolio rebalancing, tax-loss harvesting, tax-efficiency strategies, low basis and concentrated stock position exits, stock option and restricted stock unit analysis, wealth preservation and asset protection, and wealth transfer consultation.Brian holds the Chartered Financial Analyst (CFA®) designation, which is globally recognized and given by the CFA Institute, validating an individual’s competence and integrity in investment management. This certification indicates the holder’s advanced understanding of investment analysis and portfolio management skills. Brian also holds his Chartered Life Underwriter (CLU®) designation, a testament to his deep understanding of insurance’s advanced applications in estate and business planning. Brian maintains his Series 6, 7 & 63 securities registrations with LPL Financial, as well as his Life and Health license.• Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with Gatewood Wealth Solutions may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.