Brian has over 35 years of accounting, tax and management advisory experience, including serving as managing partner of a regional accounting firm for 25 years. In addition to being a Certified Public Accountant in Ohio and North Carolina, Brian is a Personal Financial Specialist (PFS) and an Investment Advisor Representative (IAR) and also holds Series 7 and Series 66 Securities Licenses and is licensed to sell Accident & Health, Life and Variable Annuity Insurance in the State of Ohio.

He earned his Bachelors of Business Administration in Accounting from Kent State University and his Master of Taxation from the University of Akron. Brian is a member of the American Institute of Certified Public Accountants (AICPA) and the Ohio Society of Certified Public Accountants (OSCPA) and has volunteered on numerous nonprofit Boards of Directors in President and Treasurer roles.

Brian has been married for over 30 years and has two children. He enjoys playing golf in his spare time.

Areas of Expertise:

• Accounting & Attest Services: Reviews and Compilations, Financial Statement Preparation & Agreed Upon Procedures

• Tax Preparation & Planning Services: Individuals, Trusts, Partnerships and S-Corps & Tax Planning and Consulting

• Management Advisory Services: Mergers and Acquisitions & Succession Planning

• Other: Personal Financial Planning

• Industries: Construction, Real Estate & Legal Services