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Brian's Recent Articles
Trump Accounts for Kids Have Launched — Here’s How They Work
Key Takeaways: Trump Accounts are new investment accounts for kids under 18, invested in low-cost index funds and managed by a parent until …
Read MoreWho Will Pay for Social Security’s Shortfall? What Workers and Retirees Need to Know
Social Security has a money problem that lawmakers can no longer ignore. According to current projections, Social Security’s trust funds are …
Read MoreTrumpIRA.gov: What It Means for Workers Without a Retirement Plan
Saving for the future has felt like an uphill battle for many Americans lately. Inflation is still up, gas prices aren’t budging, and many w …
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Brian is married to Christine and has two children, Katie and Jack. He grew up on a farm in southeastern Indiana and graduated from Switzerland County High School. He enjoys spending time with family and friends, boating, sports and playing golf.
Brian is a member of the American Institute of Certified Public Accountants and the Indiana Association of Certified Public Accountants. Brian also serves on the board for the Shelby County Public Library and the Shelbyville Girls Inc.
Brian's Recent Articles
Trump Accounts for Kids Have Launched — Here’s How They Work
Key Takeaways: Trump Accounts are new investment accounts for kids under 18, invested in low-cost index funds and managed by a parent until …
Read MoreWho Will Pay for Social Security’s Shortfall? What Workers and Retirees Need to Know
Social Security has a money problem that lawmakers can no longer ignore. According to current projections, Social Security’s trust funds are …
Read MoreTrumpIRA.gov: What It Means for Workers Without a Retirement Plan
Saving for the future has felt like an uphill battle for many Americans lately. Inflation is still up, gas prices aren’t budging, and many w …
Read More
