Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Brian joined the team in 2022 after having spent over 17 years in the financial services industry. A Northern Kentucky native, he attended Newport Central Catholic High School before earning his Bachelor’s Degree in Finance from the University of Kentucky.
His main focus for the team is to provide investment solutions and in-depth financial planning to our clients. Brian's efforts throughout his career have centered on helping his clients achieve their goals. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7 and 66 Securities Licenses as well as Life and Health Insurance Licenses.
Brian and his wife, Nicole, reside in Wilder, KY, with their children, Rece and Rose. He enjoys spending time with family, staying active, golfing, and rooting on the Kentucky Wildcats and Cincinnati Bengals.
Senior Wealth Strategy Associate
Brian joined the team in 2022 after having spent over 17 years in the financial services industry. A Northern Kentucky native, he attended Newport Central Catholic High School before earning his Bachelor’s Degree in Finance from the University of Kentucky.
His main focus for the team is to provide investment solutions and in-depth financial planning to our clients. Brian's efforts throughout his career have centered on helping his clients achieve their goals. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7 and 66 Securities Licenses as well as Life and Health Insurance Licenses.
Brian and his wife, Nicole, reside in Wilder, KY, with their children, Rece and Rose. He enjoys spending time with family, staying active, golfing, and rooting on the Kentucky Wildcats and Cincinnati Bengals.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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