Brian focuses on providing clients with comprehensive wealth management solutions tailored to their unique goals and needs. Brian’s approach to wealth management is to fully understand the big picture of his client’s lifestyle, priorities, and goals. Brian enjoys developing long-lasting relationships and takes pride in being a trusted advisor to his clients on all aspects of their wealth.
Brian graduated with a Bachelor of Science in Finance from the University of Cincinnati in 2009. Committed to professional development and education, Brian received his Certificate in Financial Planning through the Executive Leadership Program at Xavier University in 2020. He is a CFP candidate and plans on obtaining his CFP designation later this year. Prior to joining Rockefeller, Brian worked as a Portfolio Manager for Fifth Third Bank’s Investment Management Group.
Brian is a Cincinnati Native and lives on the East side of Cincinnati with his wife Haley and their three children. Outside of the office, Brian can be found spending time with his family and friends, playing golf, traveling, and cheering on the Bengals and Musketeers.