Brian Cohoon, CFP, AIF, CRPC, FCEP

Brian joined Thompson & Associates in 2016.  His experience includes over 24 years in the financial and estate planning field.  He is a Certified Financial Planner practitioner with significant experience in planned giving and charitable estate planning.  He worked as a Senior Consultant for Renaissance Inc. where he helped advisors, supporters and nonprofit organizations develop charitable estate plans. In the process of his tenure at Renaissance, Inc, he was involved in the creation of over 500 charitable trusts for donors and over $500 million in trust assets directed to nonprofits.  He came to Louisville as Director of Planned Giving for Norton Healthcare where he oversaw the planned giving program for The Norton Hospital Foundation and Kosair Children’s Hospital.  During his tenure he established their first Planned Giving Society and helped to grow and manage the largest planned giving office in the state of Kentucky.

Brian also has significant experience in personal financial planning.  After leaving Norton Healthcare, he joined Stock Yards Bank & Trust and developed and grew their Financial Planning Department from scratch and expanded services from Louisville to Cincinnati and Indianapolis.  He also helped the bank start an Insurance Agency to fill a much needed void of independent expertise in life, disability and long term care insurance for these markets and their clients. 

During his tenure at Stock Yards Bank & Trust, Brian continued his professional development completing both the Chartered Retirement Planning Counselor (CRPC) and the Accredited Investment Fiduciary (AIF) designation programs.

Previously, Brian enjoyed being a member of his church’s stewardship committee and the president of the Financial Planning Association of Kentucky.

Brian has been married to his wife, Darci, for over 20 years and together they have three children, Brett, Paige, and Maiya.  In his spare time, Brian plays USTA tennis, enjoys watching college sports, and spending time with his family.

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