Brian joined William Howard in 1997 as a Financial Planning Intern and became a full-time member of the firm in 2000. His job duties include financial planning analysis and advice, performance reporting, portfolio monitoring, securities trading, financial market analysis, and client meeting preparation. In addition to these duties, he provides research and content creation for the William Howard quarterly investment newsletter. He also manages the company website, and he assists with all client service areas.

Brian received his undergraduate and graduate degrees from the University of Memphis. He is a CERTIFIED FINANCIAL PLANNER™ professional and a current member of the Financial Planning Association of Greater Memphis.

Brian is a proud supporter of the University of Memphis Tigers. He enjoys working in the yard, home improvement projects, cooking for family, time at the lake with friends, and visits to the Great Smoky National Park.

Contact me at bbarthol@whcfa.com