PROFESSIONAL PROFILE
Brian adheres to a disciplined process that delivers a consistent yet customized wealth management experience. Before any financial decisions are made, he considers your whole life, taking the time to fully understand who you are and what matters most to you as an individual and as a business professional. With this intimate knowledge about what you value most, Brian is able to help you establish objectives, develop an appropriate strategy and recommend solutions that draw upon the breadth and depth of Total MerrillSM to connect all the pieces of your financial life. Brian conducts regular reviews with you to help you monitor progress toward achieving your goals and keeping your strategies consistent with any changes that may take place in your life and/or business. A strong part of his practice focuses on fixed income, with a belief that this area is of great importance for growing long-term wealth, and hedging against volatile markets seen in recent years.
Brian has been in the industry since 2003, providing financial and wealth management advice and services. His leadership was evident early being named class president every year and graduating with top academic and art honors from Crestview High School. He continued on, graduating from Mount Vernon Nazarene University with a bachelor’s degree in Business. Brian joined Merrill Lynch early in 2008 working previously with JP Morgan Chase. He works as part of a team with over 30 years experience, and over $125 million under management. The team specializes in financial and estate planning, money management, business retirement plans and tax efficiency.
Brian spent his childhood in Richland County, and has maintained strong ties to the area. Brian lives in the Crestview School District with his wife Jan, whom he married in 2006. He is a lifelong member of Trinity Lutheran Church in Ashland, Ohio. Brian is active in the community and also participates in the Ohio Valley Region of the Sports Car Club of America [SCCA]. He enjoys participating in both regional and national motor sports events