Brian's CELL: 812-453-7117 (PHONE CALLS ONLY)
Text ONLY:812-613-4140 (TEXT MESSAGES ONLY)
Brian McKee, the founder of McKee Financial Resources Inc., serves as a Wealth Management Advisor for Gladstone Institutional Advisory, LLC. With over 38 years in the financial services industry, Brian holds the designations of Registered Financial Consultant (RFC®), Certified Kingdom Advisor (CKA®), Dave Ramsey SmartVestor Pro, and is a proud member of the Ed Slott Elite Advisor Group.
Brian's expertise lies in Financial and Estate Planning, a crucial component of wealth management. His dedication to offering practical advice tailored to each client's unique situation and goals sets him apart. With a strong background in both investment and insurance, Brian shares valuable insights with individuals and business owners as they navigate the ever-changing economic landscape.
At the core of his practice, Brian genuinely cares about making a real difference in his clients' lives. He listens attentively to their concerns and crafts personalized financial plans that help them confidently prepare for the future. This client-focused approach ensures they're working together towards their objectives.
When he's not helping clients, Brian is a devoted husband to Connie and a loving father and grandfather. He enjoys spending quality time with his family, exploring and appreciating the great outdoors together.