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Brian's Recent Articles
Who 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 MoreSmart Retirement Strategies Every Small Business Owner Should Know
As a small business owner, you don’t have a built-in employer-matching plan to lean on for retirement planning. But you do have control over …
Read MorePhone: 317-398-9753 Ext. 107
Fax: 317-392-4790
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
Who 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 MoreSmart Retirement Strategies Every Small Business Owner Should Know
As a small business owner, you don’t have a built-in employer-matching plan to lean on for retirement planning. But you do have control over …
Read More
