Brian has been in the insurance industry for over 20 years. Most recently focusing on the Business Markets. Concentrating on Executive Benefits and Business Succession planning with corporate owned life insurance products. Most of his career has been in wholesaling individual life products to third party distribution and point of sale work. He's concentrated on Estate Planning Strategies, Retirement, Business succession strategies and asset transfer strategies.
He resides in Matthews NC with his wife and 3 daughters. He enjoys skiing, running and traveling with his family. He graduated with a Bachelors degree in Business Admin from Salve Regina University, in Newport Rhode Island. He is Life and Health and Long Term Care licensed in North Carolina.