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About
Brian brings nearly 20 years of experience as a CERTIFIED FINANCIAL PLANNER™ professional, helping high-achieving professionals and families simplify their financial lives so they can focus on what matters most.
As the founder of Sweet Life Financial, Brian developed a signature approach called Lifestyle Financial Planning — blending practical strategies with real-life conversations to help clients feel organized, supported, and inspired to live their version of “the sweet life.” He specializes in working with financial delegators: smart, successful individuals who want a fiduciary-driven relationship, a simple plan that works, and the peace of mind to stop worrying about their finances.
In partnership with Farther, Brian offers clients tax-efficient strategies, cutting-edge tools, and concierge-level service grounded in trust, clarity, and heart.
Brian lives in Southern Indiana with his wife and two children. Outside of work, he coaches high school track and field, tends to his mini farm, and enjoys traveling, discovering new food and music, and cheering on the Georgia Bulldogs.