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Brian earned his Bachelor of Arts from Wittenberg University, Certified Retirement Planning Counselor (CRPC) designation and holds series 65 and Insurance licensures. Brian is a financial advisor with over 15 years of experience and enjoys educating and guiding his clients to make good decisions and avoid mistakes.
“I have a passion for helping people. I can’t imagine a more rewarding career than helping people make the most important financial decisions of their lives.”
Brent earned his Bachelor of the Arts from Wittenberg University in 1992. Brent spent 10 years in the corporate finance world prior to becoming a Certified Financial Planner and holds the series 66 license and Insurance license. Brent loves sharing his 15 years of personal financial planning experience with clients and their families.
“I was blessed to grow up with a Certified Financial Planner and was able to see how much she enjoyed helping people with their personal finances. I