Brian brings an exceptional level of professional knowledge, systems, and personal service to clients. We are the trusted local people.
Education & Experience
Brian believes trust, good communication, and successful systems are the primary elements of the relationship. He brings a wealth of knowledge. We succeed by designing unique comprehensive wealth management plans.
Brian grew up in Richmond, Indiana. He, with his delightful wife Marta and daughter Katherine, reside in Noblesville. Brian takes great pride in his family and community involvement. Always welcoming a challenge; Brian previously completed the Chicago and New York City marathons, open water distance swims, and summited the four tallest mountains in the continental United States.
Set an appointment to explore your unique wealth management needs. Investing Today, Shaping Tomorrow
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.