Brian Yeakley

President

I am a lifelong Ohio resident, I enjoy spending time with my family (wife Marissa, Daughter Alex, and kitten Gracie) and absolutely love golfing.  I believe in supporting the community I live in and spend time trying to give back, I am past president of the Rotary Club of Miamisburg and current President of the Miamisburg Merchants Association.

I have 17 years of experience in the Financial Services industry and firmly believe that the key to helping our clients live their best financial life is to show them how much we care.  In my opinion, clients don’t care how much you know until they know how much you care.  I currently hold Series 6,7, and 66 securities registrations and I am an Investment Advisor Representative. I am also licensed to offer Life and Health insurance in FL, IN, KY, MI, NC, NY, OH, RI, SC and VA. I am licensed to offer Life insurance in AZ and PA. I am licensed to offer securities in FL, IL, IN, KY, MI, NC, OH, PA, RI, SC, and VA.

Schedule an Appointment

Get in touch with one of our experts and meet for a one-on-one personalized consultation. We will provide an analysis of your current financial situation and help:

  • Identify financial goals and concerns
  • Illustrate what is being done to reach your goals and deal with concerns
  • Identify gaps, if present, and offer solutions to fill them
  • When is the best time to meet with you?
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