Brian MacIntosh

Brian is part of the reason "course management" is more than a brand line at our firm. He spent the early part of his career as a professional golfer, where he learned that the players who win consistently are not the ones with the best shots. They are the ones who plan the round, manage the conditions, and avoid the trouble that turns a good score into a bad one. That discipline is exactly how he advises clients today.

Brian's practice spans two worlds. With individuals and families, he builds plans designed to perform across the full arc of a market cycle, protecting capital in downturns and capturing growth when conditions allow. With companies, he designs and manages workplace retirement plans, from open enrollment through the participant education meetings that make those plans actually work for the people who depend on them. In both, his focus is the same: clear strategy, careful risk management, and the patience to play the long game.

Brian holds a degree in Business Administration and Economics from Campbell University. He lives in the Charlotte area with his wife, Michele, and their blended family of five, in a home they renovated themselves. When he is not on a course, he is fishing, in his woodshop, or driving up to the Carolina mountains for the day.