Brian Kellett, CFP®
Brian, a Certified Financial Planner™ with 22 years of financial planning experience, is a firm believer that financial success is achieved by developing clear objectives, goals, and strategies tailored to a person’s aspirations and needs. Brian enjoys meeting with and designing income strategies for his clients. He values client interaction and enjoys the successes he helps people achieve. Brian received his BS from Miami University, and a Master’s degree from Xavier University. He is a firm believer in community service, and is actively involved with the Madeira City Schools Planning Commission, the Madeira Criterium Bike Race which raises money for JDRF, and the Madeira Schools Foundation. Brian lives in Madeira with his wife, Sarah, and two wonderful girls, Grace and Norah.