Experience

Foundation Wealth Partners

• United States
• Financial Services
• 1 - 100 Employee

• Founding Partner

  • Sep 2016 - Present

  Brian is the co-founder of Foundation Wealth Partners, a fully independent and unbiased wealth management firm. We provide impartial financial advice while making suitable choices for our clients tailored to their individual situations and desires. Whether your growing your business or not-for-profit, moving full steam ahead to safeguard your families future, developing a detailed retirement income strategy, or crafting a family legacy, our clients have come to expect innovative strategies executed at a high level. With offices based in the Dallas and Fort Worth area, Foundation Wealth Partners serves individuals and entrepreneurs throughout the Dallas-Fort Worth metroplex. Contact us today for a complimentary consultation.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am registered to do business, please visit www.foundationwealthpartners.com.Securities offered through LPL Financial, Member FINRA/SIPCFor hyperlinks to FINRA, SIPC, and FINRA BrokerCheck, please refer to ‘Contact Info’ section above. Investment advice offered through 360 Wealth Management, a registered investment advisor. 360 Wealth Management and Foundation Wealth Partners are separate entities from LPL Financial.



J.P. Morgan Chase Bank N. A.

• Italy
• Banking
• 1 - 100 Employee

• Private Client Advisor

  • May 2008 - Sep 2016



US Navy

• United States
• Armed Forces
• 700 & Above Employee

• Aviation Structural Mechanic

  • Aug 2002 - Aug 2006

  - Studied aviation structural maintenance and aviation theory in Pensacola, FL. - Finished top of class - Stationed at VR-59 in NAS JRB Fort Worth to support a fleet of C-40's - Multiple detachments from Astsugi, Japan to Sigonella, Sicily - Honorable discharge in 2006