Since 2000, Brian has helped clients understand, define, and achieve their investment and financial planning goals. With RCA, he helps clients invest their assets over the long-term by building trust-based relationships rooted in collaboration, education, and respect.
Originally from Massachusetts, Brian and his family live in Symmes Township.
Education & Professional
BA in Economics, St. Lawrence University; CERTIFIED FINANCIAL PLANNER™ professional; Accredited Portfolio Management Advisor™ professional; Chartered Retirement Planning Counselor™ professional.