Brian has more than 30 years of financial and estate and trust planning experience. Before starting his own independent financial planning firm in 2022, Brian worked for over 18 years as a Senior Trust Executive for several large regional trust companies. He successfully helped launch a regional Financial Planning Division for a publicly traded bank trust company and also helped establish an Independent Insurance Agency for the bank. His insurance expertise focused on fiduciary policy reviews and working with business owners, succession planning and estate planning needs involving insurance.

Brian also spent four years as Director of Planned Giving for a large healthcare system in Kentucky prior to his trust company work, giving him significant charitable estate planning experience. He currently consults with several regional hospitals in planned giving.

In his last role with a private trust company, Brian was Head of Family Office Services where he brought together his past experiences of financial planning, trust planning, philanthropy and advanced insurance background to help High Net Worth families coordinate their personal and generational planning.

Brian is a financial professional and a teacher at heart. He has been a Certified Financial Planner™ (CFP) practitioner since 1996. He also holds his AIF (Accredited Investment Fiduciary), CRPC (Chartered Retirement Planning Counselor), and his CKA (Certified Kingdom Advisor) designations.

Brian is married to Tracy and lives in Louisville. Together, they have six children and one  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.