The work
Every project I work on connects back to the same idea: honest information helps real people make better decisions. Here's what that looks like in practice.
Helping families understand their options with education first conversations around protection, planning, and financial foundations.
3 Path Financial is the venture I co founded with Mark Yard and Aaron Duchane. Education first financial literacy and insurance based protection education for families. We don't pressure. We don't push. We educate.
Innovation with direction.
3 Path Innovations is the technology arm of the work. Same three founders, different problem. Practical tools for builders, not bloated software. PathFinder is live. The CRM platform launches in 2026.
Honest conversations, no performance.
I host Faith, Money & Mental Health with Mark Yard and Aaron Duchane. Honest conversations about faith, family, mental health, money, and the stuff people usually carry quietly.
Free financial education for people who want to learn first.
Total Money Wellness is the open educational library. Built earlier, kept active, pointed at one job: helping people understand how money works before they make decisions about it. No sales call. Just content.
Pick a door
Book with Brian
If financial education is the path that fits, the fastest way to get started is a free Clarity Session with me. For everything else, send a message and I'll route it personally.