Certified Financial Planner (CFP®)
Certified Public Accountant (CPA)
Brian is the founder and president of CenterPoint Wealth Management, and is responsible for the firm’s strategic vision and client service model. His focus on long-term, personal, trust-based client relationships has become the foundation for the proactive, client-centered culture of the CenterPoint team.
Before founding CenterPoint Wealth Management, Brian was a senior manager at Deloitte & Touche where he primarily worked with high net-worth individuals and small business owners to provide investment consulting, estate planning and tax planning. During his time at Deloitte, he gained valuable experience managing complex financial situations and learning how to approach difficult investment decisions.
Now, as an independent advisor, Brian relishes the opportunity to work one-on-one with a small number of clients to become a trusted advisor and confidant. “Often,” he explains, “friends become clients, and clients eventually become friends.” He takes pride in earning the trust of those he serves and in crafting custom financial plans tailored to the specific needs and goals of each client.
Brian’s background and qualification information is available at FINRA’s BrokerCheck website.
Chartered Financial Analyst (CFA®)
Patrick is responsible for investment research and portfolio management at CenterPoint. His role includes developing and implementing investment strategies, monitoring market and economic conditions, conducting investment securities trading, and managing client reporting.
Before coming to CenterPoint, Patrick worked as an investment research analyst for Conseco Capital Management, providing analysis and recommendations for the company’s investment portfolios. Twelve years of experience analyzing the financial strength and fundamentals of individual companies for an investment management organization has given him a valuable perspective when it comes to evaluating investment fund managers for CenterPoint clients.
Patrick graduated from Indiana University with a degree in finance in 1997 and earned the Chartered Financial Analyst® designation in 2006. Altogether, he has over 20 years of experience in the finance/investment management industry.
Outside the office, Patrick enjoys spending time with family and friends, reading, watching television and movies, and playing golf. Patrick and his wife, Kim, have two daughters and live in Carmel.
Patrick’s background and qualification information is available at FINRA’s BrokerCheck website.
Certified Public Accountant (CPA)
Jon joined CenterPoint in 2016 to pursue his interest in investment management. His attention to detail and experience in tax planning for high net worth individuals and families has made him a valuable asset to the CenterPoint team. Jon works with his clients to provide tax and financial planning services and to help guide strategic investment decisions with tax efficiency in mind.
Jon began his career as a private wealth tax manager at Deloitte in Indianapolis, primarily serving small business owners and high net worth families to provide tax and estate planning in addition to a variety of consulting and financial projects. Jon is a graduate of the Krannert School of Management at Purdue University with degrees in accounting and management. He has been a licensed Certified Public Accountant since 2013 and is a member of both the American Institute of Certified Public Accountants (AICPA) and the Indiana CPA Society.
Jon and his wife, Jenn, live in Zionsville with their twin boys, Grayson and Landon. He enjoys spending time with his family and friends, golfing, and traveling.
Jon’s background and qualification information is available at FINRA’s BrokerCheck website.
Stacey serves as clients’ day-to-day point of contact, helping to streamline the experience and making sure requests and concerns are taken care of. Her role includes preparing documents, scheduling appointments, answering questions and ensuring correct procedures are followed.
Before joining CenterPoint Wealth Management in 2014, Stacey spent 14 years in the banking industry, serving as a manager for both private and commercial clients. She brings a high level of personal attention and service to the team, along with a strong background in finance administration. In addition to her client-facing role, Stacey also oversees office maintenance and document processing.
Stacey holds an undergraduate degree from Ivy Tech Community College. She enjoys spending time with her daughter and actively volunteers with several Indiana animal rescues.
Mariah serves as an accounting administrator — managing bill pay, responding to client requests, assisting the firm’s financial professionals with tax return data entry, reconciling bank accounts, completing transfers and updating client records.
Mariah came from a CPA firm, where she was heavily involved in the preparation and assembly of tax returns, executive scheduling and office management. Her experience working for different financial firms and communicating with tax agencies on behalf of both individual and corporate clients has given her a strong background in accounting. This December, she will graduate with her associate’s degree in business administration from Indiana Wesleyan University.
Mariah is personable and genuine, going out of her way to personalize the client experience and build meaningful relationships.
In 2013, Tara brought 13 years of software experience to the CenterPoint office. Her primary responsibilities include managing CenterPoint’s client portals, incorporating new technology, enhancing data reporting, developing workflows, managing databases, and assisting with compliance and quality control.
Tara’s background in financial software — including technical support, database management, and quality control assessment in conjunction with the banking and credit union industry — makes her a perfect fit for our team. She currently employs her unique skill set to manage our technology platform.
Tara is married with two children and enjoys attending sports-related events with her family. She received her undergraduate degree from Indiana University in Criminal Justice.