Originally from Sarasota, Florida, Brian later settled in Cynthiana, Kentucky, where he graduated from Harrison County High School. He went on to attend the University of Kentucky, earning summa cum laude honors with dual degrees in Finance and Economics. Brian began his career in financial services as a college intern at Keystone Financial Group and later expanded his experience at Fifth Third Bank, where he worked with clients from a wide range of financial backgrounds.
These experiences provided a strong foundation in wealth management, financial planning, and client-focused service. Throughout his career, Brian has built extensive experience helping individuals and families navigate important financial decisions. His interest in the relationship between finance and economics has shaped his approach to developing personalized strategies designed to help clients pursue long-term goals.
Today, Brian serves as a Financial Advisor with Keystone Financial Group, where he works closely with clients to create tailored financial strategies and provide ongoing guidance through life's financial milestones. He holds his Series 7 license through LPL Financial and his Series 66 license through Keystone Financial Group. Outside of his professional responsibilities, Brian enjoys coaching football, maintaining an active lifestyle, and spending time with his three dogs, Koba, Apollo, and Smoke.