Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Brian has over 10 years of experience in the insurance and financial service industry. He has a MBA from Malone University and a Bachelor of Science in Marketing from the University of Akron. Brian assists his clients with many areas of retirement planning and investments. He specializes in helping seniors plan for retirement and develop smart Social Security strategies, and also provides financial advice and guidance to help individuals weather both good and bad financial markets. Brian’s particular expertise lies in customized Social Security planning, designing personalized retirement plans to help his clients achieve their individual retirement goals, and income and distribution planning – an area which Brian feels is too often neglected by most traditional advisors. Brian lives in New Albany with his wife and two children, and is active in his church and community. In his spare time, he enjoys spending time with his family, participating in missions work, and volunteering at his church.