EDUCATION

University of Missouri - Columbia

Southeast Missouri State University - Finance & Economic (Cum Laude)

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PROFESSIONAL

Brian began his professional journey with Gatewood Wealth Solutions in 2008 as the firm’s third recruit among its current team. Rising from an intern role, he consistently demonstrated unwavering dedication, gradually assuming leadership positions within the firm. 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. This award underscores GWS’ place as a premier financial planning and investment management firm.

 

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 also oversees and safeguards Gatewood Wealth Solutions’ key trading strategy, which was acquired as intellectual property to enhance model portfolio performance. His innovative and strategic approach has been instrumental in maintaining a Compound Annual Growth Rate (CAGR) of 25% over the last five years.

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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.

PERSONAL

Brian and his wife, Ashley, reside in Winghaven Missouri, where they are raising their beautiful children, Ayla, Finn, Lucy, and Henrietta. As fervent supporters of local sports, Brian and Ashley often attend St. Louis Baseball Cardinals and Blues Hockey games. Brian is also an enthusiastic golfer and an avid runner, frequently participating in marathons to test his endurance and fitness prowess.