Brian has been working with clients to produce and execute financial planning strategies for more than 25 years. Early in his career, Brian’s primary focus as a CPA was with income tax planning. But he quickly learned that tax reduction was only part of the puzzle to wealth creation. Comprehensive strategies for managing savings, debt elimination, cash flow and investments are key steps to being financially free.
Brian, who specializes in working with dentists, discovered that many professional clients approached him without knowledge of where their money was going or where it should go. His focus is on putting clients in charge of their financial priorities and giving them a sense of control over their financial lives.
Within the dental community, Brian is a recognized leader in providing financial education through workshops and continuing education (CDE) programs as a PACE-certified continuing education provider with The Academy of General Dentistry.
He has spoken at numerous national and regional dental meetings and writes a monthly column for Dental Economics magazine. Brian has taught personal finance courses to senior dental students at Indiana University, Marquette University and The University of the Pacific in San Francisco. As an adjunct professor at Indiana University, he taught individual and corporate tax and accounting courses.
Brian joined Buckingham in 2014 through the merger with Hufford Advisors. He served previously as CEO of Hufford Advisors, and he remains CEO Hufford Consulting, LLC.
Brian is a Certified Public Accountant and holds the CERTIFIED FINANCIAL PLANNERTM designation. He graduated Magna Cum Laude with a bachelor’s degree in business from Indiana University. He has worked in the financial services industry since 1977.
He enjoys public speaking, writing in professional periodicals and serving clients with insight and advice to improve their ability to create wealth for their families.