“I am passionate about helping clients and finding solutions that help them to feel more secure about their financial future and to enjoy their lives.”
Brian works on the financial planning team where he supports Truepoint’s wealth advisors, with a focus on providing data-driven and personal financial guidance. He started his career, post graduate school, at an accounting firm but realized he wanted to work with more than just numbers. He draws parallels to his work at Truepoint with some of his extracurricular hobbies, like golf and fishing. Both of those activities require patience, a steady hand (quite literally!), discipline, and constant desire to improve – all of which are critical pieces to his work as a financial planning associate.
A Cincinnati native and outdoor enthusiast, Brian enjoys spending time with family and friends when he isn’t at work or on the golf course or local streams.
Specialties: client service, financial planning