Brian began his investment career in 1999 at the peak of one of the most significant stock market booms in history. Over more than two decades, he has helped clients navigate major financial events including the 9/11 terrorist attacks, two equity bear markets, the housing collapse, the global credit crisis, and the COVID-19 pandemic. His guiding philosophy is that long-term performance is shaped by how well investments are managed during market downturns.
As Chief Operating Officer for David Dunn Wealth at Fiduciary Alliance, Brian leads the firm’s operational strategy and execution, bringing a deep understanding of markets and a client-first approach to advisory services. He is passionate about making complex financial and economic topics accessible and relevant for clients, ensuring they feel informed and confident through every stage of the market cycle.
Brian lives in Greenville, South Carolina with his wife, Jeanne, and their two children, Selah and Noah. They are active members of The Village Church and deeply involved in their community. Brian has participated in Leadership Greenville and serves as a board trustee for the South Carolina Children’s Theatre and Project Host. Jeanne is an IT project manager with DPR Construction and sits on the board of East Link Academy.
Outside the office, Brian is an avid outdoor enthusiast who enjoys biking, running, and backpacking in the Southeast’s Mountain trails. He is also a devoted supporter of the Upstage’s arts scene and has performed in numerous local theater productions.