Brian has provided personal wealth management advice for over two decades. 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, a Certified Divorce Financial Analyst and a NAPFA-Registered Financial Advisor. Brian has been named one of the top wealth managers by Bloomberg magazine.
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 Granville, Ohio and an active member of his community.
To hear more about Brian, view his video: Brian’s Video