Brian Houts, Cfp® Email & Phone Number

I serve our clients as their primary point of contact and chief coordinator for their financial matters. I fulfill the "CFO" role for each family, integrating the management of their spending, savings, taxes, goals and long-term dreams. I help lift the burden of financial decision making and financial management to allow our client families to focus on their life's fulfillment and happiness!Is your advisor helping with... - pro-active tax projections mid-year? - benefits enrollment & coordination between partners? - Managing your HSA? - Limited purpose FSA alongside your HSA? - Home purchasing decisions? - Home financing/refinancing comparisons? - Teeing up ROTH IRA contributions, even if you're over the IRS income limit? - Showing your entire Net Worth on one screen?Bio:Brian has over 15 years of financial services experience. He recently spent 10 years serving clients in various roles as Vice President within PNC Investments & PNC Wealth Management. He works with clients in all areas of wealth management including investment management, estate and tax planning, insurance solutions and risk management. Brian’s background includes time as a senior manager for a national mortgage lender. Brian is a Columbus native, earning dual degrees in Business Management and Financial Planning from Franklin University. Brian earned the Certified Financial Planner (CFP) and Certified Fund Specialist (CFS) designations. Brian is an active member of the Worthington Estate Planning Council and the Columbus Chapter of the Financial Planning Association. Brian enjoys being active, mainly on the golf course or in the kitchen. Brian especially enjoys serving our nation’s Military Veterans, previously serving on the Board of Directors for Honor Flight Columbus and more recently as a Board member with Eyes of Freedom-Lima Company Memorial.Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Frazier Financial Advisors, a Registered Investment Advisor (RIA). Private Client Services and Frazier Financial Advisors are unaffiliated entities.

Listed skills include Wealth Management, Retirement Planning, Series 7, Nonprofits, and 40 others.