Guest
Brian McCarver, CFP, CIMA
As Managing Director at Stonebridge Financial Group, Brian McCarver, CFP®, CIMA®, is dedicated to helping clients in the AEC industry achieve their financial goals through collaborative and strategic investment planning.
With nearly three decades of experience, he focuses on building client trust through honesty, integrity, and objective advice—qualities honed by his service as a commissioned infantry officer in the U.S. Army, following his graduation with honors from the United States Military Academy at West Point.
Brian is committed to providing AEC firms and their leaders with tailored wealth management and retirement plan consulting designed to help them realize their long-term financial aspirations.