Bio

Brian brings more than 14 years of experience supporting financial advisors at TD Ameritrade and Charles Schwab to his role as CSA at Bootpack Financial Partners. He's worked closely with independent advisors and RIAs, supporting both established practices and newly onboarded offices, and became a go-to resource when issues were complex or needed escalation. That experience gave him a deep appreciation for responsiveness, organization, and attention to detail—and a genuine enjoyment for being the person advisors and clients can rely on to get things done.

When he's not working, you'll usually find Brian spending time with his wife, Amy, and their two toddlers, Walker and Brie. He also enjoys tackling woodworking projects and is a die-hard baseball fan. Having spent most of his life in North Texas, he's a lifelong Texas Rangers and Dallas Cowboys fan.