Many of you manage your own money, yet occasionally need personalized financial advice. These moments—whether triggered by a high-stakes financial decision, a significant life change, a career shift, or the desire for a clear plan amid volatile markets—are your personal checkpoints. At these times, you need advice tailored to your unique circumstances, not a sales pitch to manage your money. Our mission is to provide just the guidance you need, exactly when you need it, so you can confidently move forward and focus on what matters most. We strive to strengthen your independence as a DIY investor.

Brian founded Checkpoint Financial Planning, LLC to deliver personalized financial advice without pitches to manage money, product promotions, or long-term commitments. With over 30 years of experience in quantitative finance, Brian has consulted for insurance companies and banks, focusing on aligning assets with liabilities, managing financial risks, and designing dynamic investment strategies. This expertise allows him to simplify complex financial markets and provide advice that’s both practical and cost-effective. Brian firmly believes in cutting through noise, keeping finances simple, and minimizing costs to help clients achieve their goals efficiently.

A lifelong resident of Illinois, Brian grew up in rural Oregon, IL, attended college in Rock Island, and later settled in the Chicagoland area. He and his wife, Mary, have made their home in Highland Park, where they have raised their two children, now in their late teens.