Brian M. Lehner CFP^® CEP^®

I’ve always been the type who thrives on curiosity and connection, which is probably why I found my calling in finance. With over three decades of experience under my belt, I’ve learned that helping people achieve their financial goals is as much about understanding their stories as it is about numbers and strategies. Each client brings a unique narrative, and I relish the challenge of crafting a financial plan that resonates with their personal journey.

My journey began in Ohio, took a detour through Chicago's bustling streets, and included a collegiate adventure in Iowa. Life eventually brought me back to Ohio, where I now navigate the joyful chaos of a household with my wife Sheri and our three spirited daughters, Riley, Shelby, and Taylor. Raising strong girls has been an adventure of its own, one that’s taught me patience, resilience, and the importance of listening—a skill I bring to every client interaction.

When I’m not crafting personalized portfolios, you might find me on my Peloton, diving into a good book, or planning my next travel escapade. My interests are as varied as my clients, ranging from sports and politics to RPGs and movies. This eclectic mix means there’s always a point of connection, something I value deeply in my client relationships.

My sister’s battle with MS has been a significant influence, steering me towards community involvement with organizations like Rotary, Lions, and The MS Society. While I’m not currently active, those experiences have shaped my understanding of empathy and support.

Clients often remark on my knack for explaining complex concepts in a way that’s both relatable and enlightening. My approach is straightforward: financial planning should be as engaging as it is educational. With a touch of humor and a dash of wit, I aim to create an atmosphere where clients feel informed and empowered to make decisions that align with their goals.