Direct: (239) 580-6144
Brian has been in the insurance industry since 2007, specializing in insurance based financial planning for businesses and individuals. His areas of expertise include Asset & Income Protection, Wealth Preservation, and Strategic Business Planning. Brian maintains the following designations: Certified Financial Planner (CFP®), Charted Life Underwriter (CLU®), Certification for Long-Term Care (CLTC®) and Certified Insurance Counselor (CIC); he utilizes professional experience and education to provide high level solutions to his clients. Brian received his Bachelors of Business Administration from Ohio University in Athens, OH.