As a Wealth Advisor with Anchor Private Planning and a CERTIFIED FINANCIAL PLANNER™ professional, Brian brings 25 years of industry experience, much of that time spent working with individuals, businesses and families and establishing a proven track record of satisfied, successful clients.
A servant's heart and genuine concern for clients' well-being are integral to serving clients properly, and these core principles guide Brian's interactions with his clients. Brian believes that quality financial planning must be centered around pairing the right solutions with the right client. Critical in this process are listening skills and the ability to hear a client's concerns and preferences, understand their background, goals, and why the money they have saved is important to them and their family members. Brian enjoys a deep sense of fulfillment and personal satisfaction in walking alongside his clients and partnering with them to achieve their long-term goals.
What Brian loves most about working with Anchor Private Planning is the opportunity to put his clients' needs first and the ability to have a client-focused approach that offers a unique combination of flexibility and value.
Brian resides in Union, Kentucky with his wife Jennifer and his two sons Blake and Jesse. In his personal time he enjoys music, photography and the outdoors.