Brian Cao
Clifton StrengthsFinder®
Belief – Connectedness – Relator – Empathy – Learner
Brian felt a calling to become a financial planner after seeing others fall victim to aggressive sales tactics that led to costly financial decisions. He simply loves seeing others succeed and be happy, which he knows financial planning can help build great lives.
Brian’s favorite TJG value is humility as it closely relates to his own personal philosophy in life of servant leadership. Humility opens the heart to self-reflection and earns the respect of those who are wiser. It also reminds him to put others first.
Brian graduated from The Ohio State University in 2025 with a Bachelor of Science in Financial Services and completed the Army Reserve Officers’ Training Corps (ROTC) program. In addition to his work at The Joseph Group he currently serves part-time as a commissioned officer in the Ohio Army National Guard. Prior to joining the Joseph Group, Brian worked as a Mandarin interpreter for three years.
He currently lives in Lewis Center where he is active at Grace Polaris Church and enjoys spending time with his family and his guinea pig. Singing his heart out to his favorite worship songs always rejuvenates him.