Success brings complexity.You shouldn't have to manage it all.

With over 15 years of experience in tax advisory and financial planning, Brian is a senior Partner at Greyson who specializes in helping business owners and high-net-worth individuals navigate complex tax strategies. His career began at Merrill Lynch, where he honed his skills in investment management and developed a deep understanding of tax-efficient strategies as part of a team managing over $500 million in client assets.Brian’s expertise lies in advanced tax planning, business tax advisory, and strategic financial planning. Whether it's guiding business owners through entity structuring for tax efficiency, advising on wealth transfer strategies, or creating personalized tax plans to maximize deductions and minimize liabilities, Brian is dedicated to delivering tailored solutions that empower his clients to achieve their financial goals.Brian earned his degree in Finance from Ohio University, where he also played football, and later completed his MBA at California University. He holds a CERTIFIED FINANCIAL PLANNER® (CFP®) designation and the prestigious Enrolled Agent (EA) credential with the IRS, granting him the authority to represent clients in all tax matters at the federal level. Additionally, he completed his certificate in financial planning from Bryant University, further enriching his ability to provide comprehensive advisory services as well as a certificate in Private Equity from Harvard University.Brian takes pride in leading a dedicated team that offers a holistic approach to financial and tax planning. From designing tax-efficient strategies to long-term growth planning and implementation, Brian and his team aim to simplify the complexities of financial decision-making. They are committed to delivering actionable advice and solutions that foster confidence and financial well-being for clients. Brian is also the Author of the book FREE LUNCH MONEY A Guide to Financial Freedom. This book can be purchased on Amazon.

Kevin is a Senior Partner at Greyson Tax & Consulting with over 16 years of experience advising business owners and high-net-worth families on complex tax and financial decisions.Growing up in a household where his father owned his business for 40 years, he specializes in helping other business owners simplify tax planning, retirement strategies, and other major financial decisions that impact long-term wealth. With experience as both an advisor and business owner, Kevin brings a practical perspective to helping clients evaluate opportunities, reduce unnecessary complexity, and make more informed financial decisions.Kevin holds a degree in Economics from the University of Pennsylvania in addition to current certifications: CERTIFIED FINANCIAL PLANNER® (CFP®), Enrolled Agent (EA), Certified Exit Planning Advisor (CEPA®) and CERTIFIED FINANCIAL PLANNER® (CFP®).Outside of work, Kevin and his wife enjoy traveling, attending concerts, golfing, spending time at the beach, and searching for the perfect pizza slice.