Brian joined Winebrenner Capital Management as Paraplanner in 2022. After graduating from Western Kentucky University, he began his career in insurance but soon transitioned to other financial services with a focus on wealth management. In 2022, Brian completed Spalding University’s program for financial planning and is currently preparing for the Certified Financial Planner exam. He currently holds his Series 7 and 66 licenses.
Outside of work, Brian enjoys traveling, music, and spending time with his girlfriend, pets, friends, and family. He tries to go snowboarding yearly and his favorite place to go is the Banff area in Canada. A detriment to his mental health, he took up golf in 2020 and has continued to struggle making contact with the ball, but still enjoys being outside and the occasional nice shot.