There’s no wondering about Brian’s passion for giving his clients the best possible advice and consultation about their retirement plans. You can hear it in his warm, commanding voice, and you can feel it in the energy and confidence that comes naturally from his world-class industry expertise, dogged work ethic, and sharp attention to detail.
Brian is the one who will set down whatever he’s doing to help you out, no matter what. And when you hear laughter coming out of a room, you know Brian is likely in it. With his outgoing personality, he can make any situation more comfortable and even fun, and at the same time, make sure everyone’s attention is focused on the task in front of them.
Beyond the windswept look of his office, Brian’s creativity comes through in his thinking and approach to business—the way he does everything from solving business problems to elevating the mood in meetings, helping put people at ease and get work done.
Brian has played many roles at Everhart Advisors since he joined the firm in 1997. Today he leads the Everhart team of consultants, relationship managers, and educators in serving the unique needs of 401(k) plan sponsors and employees. Brian has formal training in fiduciary responsibility and due diligence, along with extensive experience in plan design, ERISA compliance, investment selection, vendor selection and fee negotiation.
Honors & Certifications
Author of The 401(k) Owner’s Manual
“Forty Under Forty” by Columbus Business First in 2012
Guest lecturer with U.S. Department of Labor, Center for Due Diligence, Ohio Society of CPAs, Columbus Bar Association, Ohio Bar Association, and Supplier Associate Relations Group (SARG) of Honda North America
Accredited Investment Fiduciary®
Bachelor of Science, Summa Cum Laude, the Max M. Fisher College of Business at The Ohio State University, Finance
For more information visit: Professional Designations