Brian has been in the insurance and financial service business since July 1997. Brian is a lifetime member of the Million Dollar Round Table and qualifying member of Court of the Table and Top of the Table since 2016.
Brian is also a member of the National Association of Insurance and Financial Advisors (NAIFA).
Brian holds licenses in the following areas of specailty: Series 6 (Mutual Funds), Series 63 (Blue Sky Laws), Life & Health, and Life Insurance Counselor.
When Brian isn't on his phone talking to clients or replying to emails, you can usually find him on the tennis court or with his wife, 3 daughters and 2 yellow labs.
Registered Representative of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #0H44538. Million Dollar Round Table is endorsed by but not affiliated with Guardian or its subsidiaries. Applicants must annually qualify for membership based on productivity and pay an annual fee.