Shawn M. Brickler, CFP(R), EA, attended Wright State Univ. before joining Brickler Financial Services (Now Brickler Asset Management, Inc.) in 1985. He attained the Cerified Financial Planner - CFPtm designation in 1990 and Enrolled Agent (EA) with the IRS in 2003. Shawn also holds Series 6, 7 and 63 securities registrations and is registered as a Investment Advisor Representative under Triad Advisors, Inc. Continuing financial/tax education and training, plus over 25 yrs in the industry make him well suited to help clients attain their financial and investment goals.
Jack Brickler, CLU, started out in the life insurance industry. A lifelong resident of Indianapolis, IN and Centerville resident since 1970, he attended Ball State Univ. from 1960-1964. A strong interest in financial markets led him to attain his Series 7 brokerage registration in 1970. He also holds Series 24, 63 & 65 securities registrations. His 40+ years of experience in the financial services industry make him well qualified to assist in providing investment viewpoints from a historical perspective as the owner and founder of the business.
Max Weaver, EA, LUTCF, CSA(R) , graduated from Otterbein Univ. in 1962. He has been in the banking, life insurance and financial services areas for 30+ years amd currently serves as Brickler Asset Management's income tax preparer. Coming to Brickler in 1989, his experience in many areas of the financial industry is an asset to our clients. He is also an Enrolled Agent (EA) with the IRS.
Kelly Brickler, Operations Manager, earned an Associates Degree in Law Enforcement/Criminal Justice from Sinclair College. She has been an important part of the Brickler team since March 2004. She has served in various business capacities and brings excellent organization and interpersonal communication skills. Kelly is also the assistant to both Jack and Shawn..
Karen Grochowski joined us in June 2009. She came to us with good banking experience and brings excellent customer service skills, which along with computer experience helps provide assistance with Mutual Fund company relationships.
Rick Haas joined us in April 2010. He came to us after his most recent career in the employee benefits dept. of Cincinnati Bell. He brings a wealth of knowledge in this area, along with being our Alternative Investment and Everbank connection liason he also helps in the Variable Annuity communication between us and various firms.