Brian Case

Brian Case, Certified Financial Planner™, is a seasoned professional in financial wellness and healthcare support. Current roles include Co-Founder of Direct Self Care and Direct Wealth Care, focusing on enhancing financial capabilities for healthcare professionals. Additionally, Brian co-founded Value Creation Kid to promote financial literacy in children and serves as an advisor/investor for Savology and ASA. With extensive experience in consulting and advisory positions, including working with RevRoad and various initiatives targeted at physicians, Brian integrates empathetic AI technology and education to improve the well-being of clients. Brian holds multiple financial planning accreditations from The American College of Financial Services and has an educational background spanning several institutions.