MEET THE TEAM

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Brian has spent 29 fantastic years in the financial industry after deciding to abandon his successful real estate career. His desire to truly connect with others and make a difference in people’s lives is one of his main motivations. The other was his own life experience living in poverty, watching his grandparent’s struggle with finances throughout retirement, and traveling to third-world countries on mission trips where he saw how truly negative the impacts of financial struggles can be.

Brian began his career in 1993 with a passion to partner with people to assist them in creating the potential to meet their needs, goals, and dreams in retirement. During the first several years of his practice he discovered that much of the Financial Advisory World was more focused on the investments they “sell” then the needs of their clients. This worked fine through the dot.com boon of the 1990’s. But as the dot.com bubble busted in 2000, then 9/11 forever changed our country, and then the resulting deep recession we found ourselves in, Brian felt there must be a better way. He developed the Four Cornerstone Process to assist his clients to have the potential to protect their retirement and investment savings against catastrophic losses, to provide the potential for stable growth, to provide a retirement income to last a lifetime, and to protect those they love financially at their death. His process is built on the foundation of one simple question – Is this plan in the best interest of the client? The financial crisis of 2008 reinforced Brian’s passion to share his Four Cornerstone Process. As an independent advisor who functions in the capacity of a Fiduciary, Brian is committed to plan first based on what’s important to his clients then invest based on the plan that was created through his Four Cornerstone Process.

Justin B. Stivers was born in Florida but raised in Knoxville, Tennessee. He pursued his undergraduate education at Appalachian State University in Boone, North Carolina. After graduating, Justin served three years in the United States Peace Corps, living in a rural coffee farming community in Honduras. This experience not only enriched his life but also helped him become fluent in Spanish.

Upon completing his service in Honduras, Justin attended law school at the University of Miami in Miami, Florida. He lived in Miami for the next 15 years, during which he built a successful estate planning law firm. In this role, Justin helped families plan for their futures, feeling a sense of accomplishment and service. However, he noticed that many clients treated estate planning as a checkbox on their to-do list, often neglecting to align their financial plans with their newly created estate plans.

Justin’s father had been in the financial planning business for over 30 years, and it had always been a dream for them to work together. After years of planning, Justin merged his law firm with a well-respected law firm in Miami in 2024 and moved back to his hometown of Knoxville. He joined his father’s firm full-time as a CERTIFIED FINANCIAL PLANNER®.

Now, Justin focuses his practice primarily on helping attorneys, young professionals, and business owners map out comprehensive financial plans. Though he no longer practices law, he leverages his years of knowledge as an estate planning attorney to help his clients create a financial plan. His passion lies in helping his busy clients develop strategies that help them realize their dreams.