Are you in the midst of a career or other life transition looking for advice on your 401K / Retirement Plan?Are you feeling unsure about whether your investments are structured properly to help meet your goals given the current market environment?Are you feeling uncomfortable with the investment advice you have been receiving and are seeking a second opinion on your investments?Our team of experienced professionals will get a clear understanding of what's important to you and will create the right strategy in order to help meet your financial objectives.Brian has over 20 years of experience as a financial advisor. In 2002, he helped form the Highland Chaiten Janus Group with his partner Cindy Chaiten. Brian is dedicated to providing clients with the finest individually tailored approach to financial and wealth management strategies. Brian works with professionals, business owners, and families to help meet their financial goals. He is passionate about building long term client relationships through his commitment to provide outstanding guidance and service. Brian's roles within the team include investment oversight, individual security analysis, fixed income analysis, and team marketing. In 2010, he earned the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning Institutes Corp. Brian is a graduate of the Richard T. Farmer School of Business at Miami University. He resides in South Russell with his wife Sarah along with children: Joshua, Giuliana and Nicolas. Brian has coached CYO basketball teams for several years at St. Joan of Arc School and recently served as the Co President of PTO there with Sarah.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
