Office:812-477-8522
Fax: 812-477-8521
Brian's CELL: 812-453-7117 (PHONE CALLS ONLY)
Text ONLY:812-613-4140 (TEXT MESSAGES ONLY)
Email: brian@MckeeFinancialResources.com
Brian is the founder of McKee Financial Resources Inc., and is a Wealth Management Advisor of Gladstone Institutional Advisory, LLC. As a Registered Financial Consultant (RFC®), and Certified Kingdom Advisor (CKA®) with over 38 years of financial services experience, Brian focuses on Financial and Estate Planning while specializing in Wealth Management.
Extensive experience in the investment and insurance industries has equipped Brian to bring true value to his clients in the planning process. Whether working with individuals or business owners, Brian assures while navigating the challenges and often complicated details of an ever-changing economy.
Making a difference in clients' lives is the main focus of Brian's practice. He closely listens to his clients' needs and concerns, and develops a customized financial strategy to properly prepare for their financial futures. His proactive approach provides his clients with the comfort of knowing they will work together toward meeting their financial goals as outlined.
Brian is happily married to Connie, and has two adult children, Spencer and Kendall. Brian finds much joy and fulfillment by remaining active in his community.