Brian Cloud serves as a Managing Director on the Financial Planning Team. He is an emerging leader within the firm and serves on some of the firm’s most complex client relationships. Prior to joining RGT in 2012, Brian spent time as a professional baseball player in the Seattle Mariners minor league organization.
For the last four years, D Magazine has recognized Brian as one of the top wealth managers and best financial planners in Dallas. In 2019, Brian received the Philanthropic Leadership Award from Baylor Scott & White Dallas Foundation for his role in helping clients fulfill their philanthropic goals. Brian is a member of the Financial Planning Association and currently serves on the Local Leadership Board of SEARCH Dallas. Previously, Brian served on the Executive Board for the North Texas Chapter of the Positive Coaching Alliance.
Brian received both his Bachelor of Business Administration in Management and General Business as well as his Master of Science in Personal Financial Planning from Texas Tech University. There, he was a celebrated member of the Red Raider’s baseball team. Brian is a CERTIFIED FINANCIAL PLANNER™ professional.