About Us
Situated on the South West corner of the Noblesville Town Square, our office is conveniently located. Noblesville city offers plentiful parking across 8th street or on 6th street. We are housed in a wonderful 1917 renovation.
Our mission is to help you reach your comprehensive wealth management goals through a personal relationship. Many clients seek a comfortable retirement, personal reserve or financial security. Based on fluent communication, trusted advice, successul systems, and continued situational updates we succeed by providing you a unique solution.
Areas of Focus
- Investment Advice
- Retirement Planning Strategies
- Saving for Education
- 401k, 403b Portfolio Allocation
- Protection and Insurance
- Charitable Giving
- Gift Annuities
- General Financial Planning
- Asset Allocation
- Estate Planning
Contact Brian for more information on how to address your wealth management needs. We are the trusted, local people.
Brian brings an exceptional level of professional knowledge, systems, and personal service to his clients. We are the trusted local people.
Education & Experience
- 1988 Purdue University bachelor of science graduate
- 1997 Initial Financial Advisor work
Registered Principal
Life,Health, Long Term Care Insurance Professional
Registered Investment Advisor Representative
Wealth Management Specialist
Services
Brian believes trust, good communication, and sucessful systems are the primary elements of the relationship. He brings a wealth of knowledge. We succeed by designing unique comprehensive wealth management plans.
Professional Appearances
- Indianapolis WISH TV 8
- Hometown Television 19
- Fidelity Investments Advisor Council Member
- Lincoln Benefit Life Presidents Club
- Indianapolis Star
- Noblesville Daily Times
Family/Hobbies
Brian grew up in Richmond, Indiana. His delightful wife Marta, and daughter Katherine reside in Noblesville, Indiana. Brian takes great pride in his family and community involvement. Always welcoming a challenge, Brian previously completed the Chicago and New York City marathons, long distance swims, and summited the four tallest mountains in the continental United States.
Contact Brian for more information on how to address your unique wealth management needs. We are the trusted, local people.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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