Brian is one of our Financial Planners. He has been with Financial Strategies, Inc. since 2015. He participates in client and prospective client meetings, actively participates in developing comprehensive financial plans, reviewing estate plans, and evaluating tax planning and investment strategies. He provides great client service to make sure that all clients are satisfied with their plan.
Brian is a Certified Financial Planner and has a Bachelor of Science degree from the University of Dayton and a Master of Business Administration from DePaul University.
Brian and his wife Sheila have two children. He enjoys spending time with his family and friends, going to concerts and following the Cubs and the Bears.