Brian Rathbun, CRPS®
Director | Financial Advisor
Brian develops long-term relationships with his clients that are premised on two qualities: mutual respect and trust. This is the foundation of his business which started back in 1993. He specializes in customized financial, retirement and estate planning, as well as working with small business owners and busy professionals.
Brian is a Wright State University graduate and holds the Chartered Retirement Plan Specialist (CRPS®) designation. He is an active member of the Beavercreek community and supports many local nonprofit organizations in various ways.
Brian and his wife, Sandy reside in Beavercreek, Ohio with their two children; Tom and Rachel. Brian also enjoys golf, running, boating and lake life with his family.