Our Qualifications

Brian Click got his start in the Financial Services industry in 1999. In 1998 he received his Bachelors Degeree from Tusculum University. In 2005, Brian earned the designation of CERTIFIED FINANCIAL PLANNER™ professional from the College of Financial Planning.

Brian's team is dedicated to developing lasting relationships with all their clients. He believes in helping each person become confident in assessing his or her financial goals and participating in the financial management process.

One of the benefits of working with Brian is his ability to provide clear, easily understood explanations of financial products and services.

The comprehensive financial plan that Brian can provide is a roadmap to working toward a more secure financial future.