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.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
