Brian is a Managing Director of Wellspring Associates where he has more than 25 years of experience providing comprehensive estate, philanthropic and business planning for affluent families, family offices and their advisors. He currently holds Accredited Estate Planner®, Chartered Advisor of Philanthropy®, Chartered Financial Consultant® and Chartered Life Underwriter® designations.
Dedicated to community and professional involvement, Brian is a board member for The Grove Park Foundation and recently served on the Board of Directors, Governance Committee, and chaired the Philanthropic Services Committee at The Community Foundation for Greater Atlanta. He also chaired the Advisory Committee for the Philanthropic Advisor Leadership Institute and served on the Advisory Committee and Grant Review Committee for One Region Atlanta. Brian served on the Board of Directors for the Atlanta chapter of the Society of Financial Service Providers and on the Professional Affiliate Program and Gift Acceptance Committee for CARE USA. He is a graduate of Leadership Atlanta and an active member of the Atlanta Estate Planning Council, the Association for Advanced Life Underwriting, and a frequent speaker on philanthropic and estate planning topics.
Prior to joining Wellspring Associates in 1990, Brian worked as a sales manager for the Southwestern Publishing Company in Nashville, Tennessee. He received his Master of Business Administration and Bachelor of Science in Electrical Engineering degrees from the University of Florida.
Brian loves experiencing different cultures and has visited more than 50 countries. In addition to his involvement in charitable activities through his church and community, he enjoys spending time with his family, running, mountain biking, reading non-fiction, playing guitar and writing music. Brian grew up in the Panama Canal Zone of Central America and now lives in Atlanta, Georgia with his wife Vanessa, a geography professor at Kennesaw State University, and their three children.