Our Associates

Brian Harris

M.A., RICP, CEPA
8888 Keystone Crossing, Suite 1600
Indianapolis, IN 46240

Brian Harris is a Financial Planner and Associate Partner dedicated to helping clients achieve clarity and confidence in their financial lives. He provides customized strategies in retirement planning, wealth management, estate planning, and insurance—tailoring each plan to align with his clients’ unique goals and priorities. Brian takes pride in working with families and retirees and guiding them through life’s transitions and helping business owners with their current and succession business planning.  

Brian is a graduate from Western Kentucky University where he was a member and co-captain of the golf team. He received a Bachelor of Science in Finance and Economics, as well as a Master of Arts in Economics.   

Prior to joining WestPoint Financial Group, Brian spent 20 years in commercial banking.  Brian also previously served as an Adjunct Professor of Economics at Indiana University – Kokomo for five years. 

Brian is a former Board Member of the Indiana Golf Foundation and The First Tee of Indiana, which also honored him with the prestigious Wagoner Award in 2025.  He and his wife Andrea reside in Westfield and have two children, Major and Wynn. In his free time, Brian enjoys golfing at competitive and noncompetitive levels, traveling and spending time with his family. 

Main areas of Focus
  • Life Insurance
  • Retirement Income Planning
  • Business Planning
  • Wealth Management
  • Financial Planning
12+Years Experience
A man in a suit.

Education

Western Kentucky University

Licenses

FINRA Series 6, Series 7, Series 63, Series 65

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