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Biography

JB is a Partner in the Louisville office. He co-leads a Business Owner Advisory practice with primary specialties in exit planning, tax planning, M&A, private business value optimization, and micro family office planning.

Prior to joining Cerity Partners, JB served in multiple leadership and client-facing roles for ARGI Financial Group and ARGI CPAs & Advisors.

Learn more about my practice.

Education

  • B.S. in Finance from the Kelley School of Business at Indiana University
  • B.S. in Accounting from the Kelley School of Business at Indiana University
  • B.A. in Psychology from the University of Louisville
  • B.S. in Physics from the University of Louisville
  • B.S. in Electrical Engineering from Purdue University

Highlights

  • Enrolled Agent

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.