Chief Marketing Officer
Senior Financial Advisor
Brian has provided personal wealth management advice for over 25 years. 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 been named one of the top wealth managers by several publications.
Brian also teaches classes in the Financial Planning Department at The Ohio State University and is an adjunct faculty member at Franklin University and the College of Financial Planning in Denver, Colorado. 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.