Brian’s book, Castles & Moats: Insurance, Investment, and Life Planning Simply Explained, is comprised of 31 chapters that contain information based on his professional experience. In it, he integrates his strong beliefs in the concepts of asset allocation, behavioral finance, and investor behavior – all of which he includes in daily conversations with clients and friends. Brian’s mantra for all that he does is simple: “If you’re going to build a castle of wealth, you need a moat of protection”.
A graduate of the University of Tennessee in Knoxville with a degree in Business Administration and a true Vols fan, Brian definitely bleeds the color orange. In his spare time, he enjoys traveling the world, attending concerts and public events, golfing with friends, and playing his guitars to fulfill his love of music.