Our Team

Brian Cohoon, CFP®, AIF®, CRPC®


Brian has more than 30 years of experience in financial and estate planning and investment management. He has worked for several large regional trust companies and held leadership roles with several independent financial planning firms. Brian also spent four years as Director of Planned Giving for a large healthcare system. He is a financial professional and a teacher at heart, focused on helping his clients make money and life work together.

Brian is a Certified Financial Planner™ (CFP) practitioner with significant experience working with business owners in family office and succession strategies, executive benefits, company retirement plans, advanced insurance solutions, and philanthropic strategies. He also holds designations of Accredited Investment Fiduciary (AIF), Chartered Retirement Planning Counselor (CRPC), and Certified Kingdom Advisor (CKA).