General Info:
Brian joined the financial services industry in 1995. He was an advisor with a fortune 500 company for over eight years where he consistently ranked in the top 1%. In 2004 he became an independent advisor and formed his own firm, TruWealth Strategies. Our focus is on wealth accumulation and wealth preservation strategies for individuals, families, and businesses. He specializes in safe money strategies. Our primary goal is to take our clients from where they are today to where they want to be tomorrow!About TruWealth StrategiesTrue Wealth Stratigies mission is to Take our clients from where they are today to where they want to be tomorrow. Our primary focus is to not only help our clients but provide a service that.Brian joined the financial services industry in 1995. He was an agent with a fortune 500 company for over eight years where he consistently ranked in the top 1%. In 2004 he became an independent agent and formed his own firm, TruWealth Strategies. Our focus is on wealth accumulation and wealth preservation strategies for individuals, families, and businesses. He specializes in safe money strategies. Our primary goal is to take our clients from where they are today to where they want to be tomorrow!Brian recently formed TruWealth Capital Management to provide our clients with one of the premier managed money platforms in the industry. We have some of the top money managers in the country with some of the lowest fees in the industry!Brian obtained his LUTCF in 1999 with a focus on Estate and Business Planning. He has traveled around the country and completed over 200 hours of classroom training in the last three years alone to provide cutting edge strategies for his clients. He completed the Circle of Wealth mentorship program with Don Blanton, the President and Founder of Circle of Wealth.Brian has also been a member of the prestigious Million Dollar Roundtable for the past 6 years. He has been a member of the Raleigh Association of Insurance and Financial Advisors for the past eleven years and served on their board for four years.Brian coaches youth soccer, hockey and baseball. He and his family attend Hope Community Church in Raleigh. He and his wife Jill are the proud parents of four wonderful children; Mikayla, Jake, Shaelyn and Brandon. They have resided here in Raleigh since 1995.Buddy works with numerous individuals, business owners, and families to create and protect their financial legacies. He specializes in working with retirees in the area of benefits, retirement planning, and estate planning techniques. Buddy understands the needs of his clients and the importance of not only giving them strong growth, but also safety and peace of mind.Buddy joined the financial services industry in 2002. After serving in the U.S. Army for 8 years he became a business owner in the telecommunications industry. He then started his career in the financial services industry where he was an agent with a fortune 500 industry leader for 5 years before becoming an independent advisor.He attended the University of Maryland Eastern Division while serving in the U.S. Army in the early 1990's studying for a bachelor of arts. Buddy has also qualified for the prestigious Million Dollar Roundtable for the past 3 years.Buddy and his wife Felicia have been residents of the Research Triangle Area since 2000. They are proud parents of their daughter Melina and their son Tyler.