About
Brian
Brian has a passion for finding and creating customized solutions to help clients achieve their financial objectives.
He brings a diverse background in financial services to the team with experience in financial planning, investments, banking, and insurance.
Brian is married with three children—triplet sons. He is a native Hoosier and a local sports enthusiast, namely IndyCar, the Indiana Pacers, and the Indianapolis Colts. Along with teaching sports and life skills to his sons, Brian also enjoys playing golf, guitar, and drums.
Education and Professional Milestones
-Olivet Nazarene University - bachelor's degree in finance/economics
Brian has a passion for finding and creating customized solutions to help clients achieve their financial objectives.
He brings a diverse background in financial services to the team with experience in financial planning, investments, banking, and insurance.
Brian is married with three children—triplet sons. He is a native Hoosier and a local sports enthusiast, namely IndyCar, the Indiana Pacers, and the Indianapolis Colts. Along with teaching sports and life skills to his sons, Brian also enjoys playing golf, guitar, and drums.
Education and Professional Milestones
-Olivet Nazarene University - bachelor's degree in finance/economics