Brian Rhoads

Hi, it's Brian Rhoads here! I created Checkpoint Financial Planning, LLC to strengthen the independence of DIY investors. I collaborate with clients to develop their initial plan and support them on an hourly basis as needed. I help clients tune out the noise and keep finances simple.

My prior experience was in quantitative finance. For almost 30 years, I advised insurance companies and banks on the alignment of assets with liabilities, the management of financial risks, and the design of dynamic investment strategies.

I am a lifelong resident of Illinois – I grew up in rural Oregon, IL, attended college in Rock Island, and later settled in Chicagoland. My wife (Mary) and I made our home in Highland Park, where we raised our two children, now in their late teens.