About Brian
Serving the Dayton area, Brian provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Brian works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Brian has over 30 years experience in helping wealthy individuals and families to identify and meet their personal financial goals. He works collaboratively with dedicated, financial specialists in the Fifth Third Private Bank as well as clients' tax and legal specialists to ensure that optimal solutions are identified and implemented.
Personal Background
Brian and his wife Nancy live in Washington Township, Ohio, near their three grown children. He has served on the boards of several not-for-profit organizations, including Catholic Social Services of The Miami Valley, Family Services of Dayton, The Victoria Theatre Association, The Dayton Ballet Association and The Dayton Art Institute's Planned Giving Committee.
Education
BA in General Business from Arizona State University
MBA from The University of Dayton
MBA from The University of Dayton
Licenses & Professional Designations
- Series 7
- Series 66
- Life Insurance
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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