Brian has been helping clients achieve their financial goals since 1993. He starts by conducting a confidential and comprehensive review of your current financial situation. Brian’s experience includes: investments, life insurance, disability income insurance, long-term care insurance, college planning and retirement and estate planning.
He is known for providing outstanding, responsive customer service and for customizing financial plans that can help meet your needs. With Brian’s help you will become more confident in having a diversified and balanced financial savings and investment strategy.
Brian is a member of the National Association of Insurance and Financial Advisors (NAIFA), The Life Underwriters Training Council (LUTCF) as well as a Registered Representative and Investment Advisory Associate with Ameritas Investment Company, LLC and Ameritas Advisory Services respectively.
Check the background of Ameritas Investment Company, LLC or our investment professionals on FINRA’s BrokerCheck.