“I am passionate about helping clients find solutions so that they can feel secure about their financial future and enjoy their lives.”
Brian serves as a financial planning associate where he provides support to wealth advisors and the specialist teams in order to seamlessly deliver financial guidance and a superior client experience. “As a fiduciary and fee-only firm, we aim to make decisions based solely on what’s best for the client.”
Brian earned his bachelor’s degree in accounting and an MBA from Xavier University. He is currently pursuing the CERTIFIED FINANCIAL PLANNER™ professional designation.
A Cincinnati native and outdoor enthusiast, Brian enjoys golfing, fishing and spending time with friends.