First and foremost, Brian is a family man. He is a husband of 25 years and a father of 4. He currently serves as the Head of Financial Wellness for Truist Bank. In his current role, he is responsible for the internal and external financial wellness programs at the bank, including Truist Momentum, a workplace financial wellness program for companies and organizations of all sizes.
Prior to joining Truist in 2015, Brian was the Founder and CEO of 8 Pillars Financial Education Company – a leader in workplace financial wellness. He has been widely recognized as one of the foremost experts on the design, implementation, and measurement of Workplace Financial Wellness Programs for employees. Brian’s original company, 8 Pillars, was successfully acquired by Truist.
Brian is often featured in national media publications, including: USA Today, CNN, Yahoo Finance, ABC, The New York Times, CNBC, The Wall Street Journal, and Forbes.
In addition to being a well-respected author, Brian is a sought-after public speaker and trainer. Over the past decade, Brian has delivered over 500 speeches to more than 200,000 people. Among the companies that he has delivered keynote addresses to, include: Adobe, The Home Depot, Hilton, Overstock, Delta, Waffle House, Toyota, Ancestry, Chick-fil-A, 1-800 Contacts, Holiday Inn, SAS, and eBay.
Further, he is the creator and co-host of the popular podcast, Money and Mindset with Bright and Brian. For his undergraduate work, Brian studied Business Management, along with Marriage, Family & Human Development at Brigham Young University. He then went on to earn a master’s degree in Personal Finance from the College for Financial Planning. When not working, you can find Brian hiking a mountain, reading a good book, competing in a triathlon/tennis match, watching a college football game, traveling, or hanging out with his wife and kiddos.