Brian Sweeney, MBA, CFP®, EA
Partner - Managing Director
Tel: (614) 662-4778
Brian has spent the last 11 years involved in the investment services & tax planning world. His initial experience came from Merrill Lynch, where he worked as an investment advisor. He later moved to Raymond James where he spent time developing his investment management skill set, until settling in with LPL Financial. Brian's primary focus with Greyson Tax & Consulting and is on creating value when working with clients on tax issues, as well as advanced tax planning strategies and CFO services. Brian has earned his degree in Finance from Ohio University as well as earning his MBA from California University. Brian is also a CPA candidate.
Brian and his team encompass all aspects of tax planning and strategy when working with clients. He prides himself on the ability of his team to add value, establishing comprehensive tax planning services, long term strategies, and implementation and management with a goal to simplify and maximize financial wellbeing.
Brian is also an Enrolled Agent (EA). An enrolled agent is a tax practitioner who is licensed at the federal level by the Internal Revenue Service, the highest credential awarded by the IRS.