CERTIFIED FINANCIAL PLANNER™ (CFP®)
Brian holds a BA in Business Administration and a BS in International Studies from the University of Missouri. He is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and has 13 years of experience at Universal Financial Group. In addition to working with clients, Brian is the team’s investment analyst. He reviews investments such as stocks and bonds and the money managers that may be appropriate for our clients’ needs.