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Biography

Brian is a Senior Principal in the Cincinnati South office and provides comprehensive planning for high-net-worth individuals and families.

Prior to joining Cerity Partners, Brian served as a Financial Advisor at ARGI Financial Group. Before joining ARGI, he worked as a financial advisor serving high-net-worth clients at TD Ameritrade and JPMorgan Chase. Brian also spent over six years at a CPA firm in Northern Kentucky.

Brian was born, raised, and currently resides in Cincinnati with his wife, Emily, and two boys, Miles and Memphis. He enjoys spending time with his family, traveling, and attending sporting events.

Learn more about my practice.

Education

  • B.S. in Finance from Northern Kentucky University
  • B.S. in Accounting from Northern Kentucky University

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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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.