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Meet The Team

Brian C. Doak, CFP®

President/Owner

(317) 674-8174

[email protected]

With over 16 years of industry experience, Brian Doak, CFP®, brings integrity and hard work to his consulting practice. By coordinating efforts with other professionals (lawyers, CPAs, and advisors), he strives to guide and assist people along their financial journey. Brian believes the road to financial security is a journey - a process that develops over time, through commitment and dedication. It is a journey where solid relationships are made and trust is inherent.

Prior to establishing a professional career in Financial Services, Brian had a career in athletics ranging from the collegiate level to the professional ranks. A former two sport collegiate athlete, NJCAA Distinguished Academic All-American, and graduate of Duquesne University, Brian brings positive energy and commitment to all endeavors.

He and his wife, Emily, currently live with their two children in Cicero, Indiana. Some of their favorite activities include visiting local sporting events, exploring museums, spending time outdoors, and cherishing time spent with family and friends. 

 

 

 

 

Strategic Partnerships with: