Perhaps it’s his legacy as the grandson of an Ohio State Buckeye, or his own experience playing sports, that makes Brian such a capable a holistic quarterback for Bartlett clients.
Brian approaches client work with the goal of educating and empowering clients to feel in control of their financial future.
The University of Dayton grad spent 10 years in Chicago before returning home to his native Cincinnati, where he now serves on a number of local boards and committees including the Center for Respite Care, extending holistic medical treatment and safe recovery to chronically homeless men and women.
Brian and his wife Angie, a Kenwood-based pediatrician, live in Madeira where they stay busy with two young twins Will and Gia and a new baby (Luca). They enjoy spending time with their entrepreneurial-minded extended family.
“The people we help have busy lives. My work, focusing on their investments and financial future, allows them to focus on their passions. Working hard to give my clients peace of mind is what motivates me every day.”