Brian has provided personal wealth management advice for over a decade. He holds a BS degree in family financial planning from The Ohio State University (OSU) and a Masters in Financial Planning from the College of Financial Planning. He is a CERTIFIED FINANCIAL PLANNER practitioner, a Chartered Financial Consultant, a Certified Divorce Financial Analyst and a NAPFA-Registered Financial Advisor. Brian has been named one of the top wealth managers by Bloomberg. He teaches financial planning at the OSU CFP® Certification Education Program and Franklin University in Columbus, Ohio. He is an approved adjunct faculty member for the College of Financial Planning in Denver, Colorado and has made presentations to OSU's Family Financial Management Conference. Brian is active in the Granville, Ohio community. |