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Brian has more than 28 years of experience and is an Investment Advisor Representative with Cetera Advisors. He holds the following securities registrations: Series 6, 7, and 63, as well as the Ohio Life/Health insurance licenses. He has over 20 years of experience in personal financial planning with individuals and families. Brian completed his Certified Financial Planning designation (CFP®) in 1992. Brian has extensive experience in wealth accumulation, education, family legacy, and retirement planning. He earned his Bachelor of Science in Financial Counseling and Planning from Purdue University and a Masters of Science in Personal Financial Planning from the College for Financial Planning.  He is a member of the Central Ohio FPA. For several years, he’s been a treasurer for the Worthington Kilbourne High School Baseball Diamond Club, a Boy Scouts of America volunteer, and Elder for his church.