2702 Erie Ae., Cincinnati, OH 45208
2702 Erie Ave Cincinnati OH 45208 US

After graduating with a degree in finance from Ohio University, Brian spent three years working as an auditor for Federated. He began his career in the financial services industry in 2002 as a financial advisor for Smith Barney.

Brian specializes in helping clients to identify, plan for and execute their financial and retirement planning objectives. He has achieved the designation of Certified Retirement Plan Specialist. He works with an array of corporate clients in the development, implementation and management of organizational retirement plans.

Brian is a member of the firm’s investment allocation committee.

He lives in Anderson Township with his wife and three daughters.

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