Brian has more than 30 years of financial, estate preservation and insurance experience. He has worked for several large regional trust companies and been in leadership with several independent financial planning firms. He has extensive experience in working with business owners with a focus on the unique challenges and opportunities that they face. Brian is a financial professional and a teacher at heart…focused on helping individuals, families and businesses make money and life work together.
Brian is a CERTIFIED FINANCIAL PLANNER™ practitioner with significant experience in working with business owners in the areas of family office and succession strategies, executive benefits, company retirement plans, advanced insurance solutions and philanthropic strategies.
Brian is married to Tracy and lives in Louisville KY. Together, they have 6 children and 1 dog. He volunteers with several non-profit organizations in the Louisville area and is on the Board of Nadus Films, a disruptive media content and faith-based film company tackling issues such as human trafficking in the US and around the world.