Me

Ready to focus on your financial goals?

I can help. Your goals – my focus.

 

 I don't believe in a “one-size-fits-all” approach.

Instead, I'll work with you to create a strategy 

based on your individual needs and objectives.

 

EXPERIENCE:

Brian has spent 22 years working, leading, and supporting technology within education and business. He is a former business owner and uses his first-hand experience to custom solutions designed specifically for YOU – to help protect your dollar and provide security.  He focuses on offering financial strategies to individuals and families who are going through transitional phases in life such as getting married, having children, buying a home, changing jobs, or preparing for retirement. He also provides comprehensive and innovative solutions to business owners designed to help them protect their business, their employees, and their personal lifestyle. Brian prides himself on being open, honest and expects the same from his clients when discussing their goals. He will analyze your needs, review your coverage, supply you with the information – but every decision is completely up to YOU. His goal in a client relationship is to be the voice of reason and provide discipline for YOU to accomplish your objectives.

 

  • Former Agent with New York Life Insurance Company
  • Former Owner & President of several LLC's – he understands the hard work to earn a dollar and manage employees
  • 14 years of service as Lieutenant Firefighter and EMT

 

 

EDUCATION & CREDENTIALS

  • B.A. Degree – Management and Information Technology – Cleary University
  • Life & Health Insurance License

 

INTERESTS:

Brian is a member of Rotary International and President of the Williamston Sunrise Rotary Club. In addition, he is Trustee of Rotary Foundation 6360.  Brian enjoys spending time with his family – he and his wife have two children

Sign up for important communications on staying financialy healthy!