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Brian's Recent Articles
TrumpIRA.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 MoreWhy Couples Should Coordinate Their 401(k)s to Build More Retirement Wealth
When it comes to planning for retirement, most couples can agree to save as much as possible. But when each spouse focuses on their own 401( …
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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
TrumpIRA.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 MoreWhy Couples Should Coordinate Their 401(k)s to Build More Retirement Wealth
When it comes to planning for retirement, most couples can agree to save as much as possible. But when each spouse focuses on their own 401( …
Read More
