Brian has over 12 years of financial service experience. He recently spent 10 years serving clients in various roles as Vice President for a fortune 500 financial institution. He works with clients in all areas of wealth management including investment management, estate and tax planning, insurance solutions and risk management. Brian’s background includes time as a senior manager for a national mortgage lender. Brian is a Columbus native, earning dual degrees in Business Management and Financial Planning. Brian earned the Certified Financial Planner (CFP) and Certified Fund Specialist (CFS) designations. Brian is an active member of the Worthington Estate Planning Council and the Columbus Chapter of the Financial Planning Association. Brian enjoys being active, including golf, backpacking, rock climbing and jogging. Brian especially enjoys serving our nation’s Military Veterans, previously serving on the Board of Honor Flight Columbus as well as serving Veterans in a variety of volunteer capacities.
Securities offered through TRIAD ADVISORS, LLC.
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Advisory services are offered through Frazier Financial Advisors, LLC and not Triad Advisors, LLC. Frazier Financial Advisors, LLC and Triad Advisors, LLC are not affiliated.
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