Brian has provided personal wealth management advice for over 32 years and has been with Summit since 1996. He is a Senior Financial Advisor, shareholder, and member of the management committee. He holds a Bachelor of Science degree in Family Financial Planning from The Ohio State University and a Masters of Science degree in Financial Planning from the College for Financial Planning.

He is a CERTIFIED FINANCIAL PLANNER^® practitioner, a Chartered Financial Consultant and a NAPFA-Registered Financial Advisor.

Brian has taught classes in the Financial Planning Department at The Ohio State University and Franklin University for over 15 years and has served on the board of the financial planning program at Ohio State. He specializes in planning with families in transition, often caused by retirement, divorce or wrongful death situations.

Brian is a resident of Columbus, Ohio, and an active member of his community.

Mentor and teacher · Buckeye fan · Off-road Jeep adventurer