Brian spent 28 years at Morgan Stanley before leaving to co-found Dominion Partners. As a Senior Vice President, Brian won awards for 20 years for excellence in financial management at Morgan Stanley, and was selected for the Wealth Advisors Program.
Brian specializes in retirement planning and also focuses on insurance needs for clients. Over the years Brian has been a frequent speaker to executives on retirement planning and to business owners on exit strategies.
He earned his B.A. from the University of Memphis and his Master’s degree from the college of Financial Planning in Denver. He became a Certified Financial Planner in 1992 and completed the Senior Financial Advisors Program from the Wharton School of Business at the University of Pennsylvania.
Brian and his wife, Sandy, have two daughters and are active members of their church.
Bonnie brought her passion for excellence to Morgan Stanley 21 years ago and has continually won awards for her client service.
A native of Texas, she grew up and attended college in California. She moved to Memphis in 2008 and was instrumental in the founding of Dominion Partners.
Bonnie has worked as a Financial Advisor, Operations Manager, Branch Manager’s assistant, and as partner in an investment management group.
Bonnie enjoys cooking, gardening and music.
She recently celebrated the arrival of a new granddaughter.
Kirby Joined the Dominion Partners team in 2021. Prior to the move back to her hometown of Memphis, TN, she managed the People Analytics Team at Royal Caribbean Cruises in Miami, FL, and worked with the Talent Management Team at ADT Security Services in Boca Raton, FL.
She attended the University of Alabama for her Bachelor of Science degree with a minor in Business Administration, and received her Masters degree from the University of Central Florida in 2014. Her prior experiences have provided a strong background in analytics and working with clients around the globe.
Kirby is an avid reader and book critic. She currently writes for her own blog, Kirbs the Word.