Hi, I’m Brian, a CFP® professional in Dublin, OH with over a decade of financial planning experience. I have a passion for helping people make a smart transition to retirement.

As a fee-only financial planner, I provide comprehensive and objective financial life planning to help clients over 50 organize, grow, and protect their assets as they transition to retirement.

As a fee-only, fiduciary, and independent financial advisor, I am never paid a commission and have an obligation to provide unbiased and trustworthy financial advice.

Before starting Truly Prosper, I worked for over ten years at a fee-only wealth management firm in Cincinnati, Ohio. I was able to gain valuable experience developing detailed retirement plans, tax projections, and social security strategies for high-net-worth clients. I enjoyed the work and appreciated my time there, but I felt called to create a different kind of financial planning business.

In 2020, Truly Prosper was founded on the beliefs that: (1) Financial Life Planning can help people live the best life possible with the money they have; (2) Retirement planning should be available to all people, not just the wealthy; (3) Pricing should be based on the services received and not the size of your investment portfolio; and (4) retirees are better served by an advisor specializing in retirement planning.

I’m a member of several professional organizations that help increase my knowledge and support my mission of helping people make a smart transition to retirement. These include the National Association of Personal Financial Advisors (NAPFA), XY Planning Network, Financial Planning Association (FPA), Kingdom Advisors, Advisor Growth Community, and Money Quotient.

When I’m not working, I enjoy spending time with my wife and three kids. We love playing board games, going for adventure walks, or playing a game of backyard kickball.