Brian has more has more than 18 years of sales and service experience in the retirement planning industry. Prior to joining JULY, Brian worked for Trinity Pension Consultants, The Tegrit Group, Baden Retirement Plan Services, Nationwide and The Guardian.
Brian co-founded the Central Ohio Retirement Professionals (CORP) networking group and is a member of the non-profit group, Team Honor, which is made up veterans, their families and fellow patriots who support families of fallen soldiers.
In his free time, Brian enjoys the outdoors and water sports along with all things Ohio State.He is a graduate of The Ohio State University, where he received his bachelor’s degree in science from the Max M. Fisher College of Business. Brian lives in Powell, Ohio with his wife and three sons.