“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 advisor team as a wealth advisor associate where he supports Truepoint’s wealth advisors. This role allows him to focus on communicating with clients regarding meeting management, gathering and distributing the appropriate paperwork, fulfilling client requests, and overall administrative support. 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 wealth advisor 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