PROFESSIONAL PROFILE

Brian has been in the industry since 2003, providing financial and wealth management advice and services. He has attended the University of Toledo and presently attends Mount Vernon Nazarene, majoring in Business Administration; Brian joined the Mansfield Ohio Merrill Lynch office early in 2008, coming from JP Morgan Chase. He specializes in financial planning, estate planning issues, money management, and tax efficiency. Brian also focuses on business retirement plans. Brian spent his childhood here in Richland County, and has maintained strong ties to the area. Brian lives in Richland County with his wife Jan, whom he married in 2006. He is a lifelong member of Trinity Lutheran Church in Ashland, Ohio. Brian belongs to the Ohio Valley Region of the Sports Car Club of America [SCCA] and actively participates in various motor sports events both regionally and nationally.

Brian’s primary focus is to help each client by listening first and recommending second. He stresses a wholistic disciplined approach to meeting and exceeding his clients’ investment objectives. He strives for client satisfaction and quality of service as his primary objective. Brian actively manages his clients investment portfolios and utilizes Merrill Lynch’s extensive internal analysts and reports. He brings Merrill Lynch specialists into client meetings as necessary as a value-added service.