Photos
Brian is a Financial Advisor and Stock Broker who is an Insurance Licensed Professional and Business Consultant. He holds FINRA Licenses Series 7 and Series 66. Brian enjoys an opportunity to help owners with business plan writing, business development, and trademarking and patent filing as well as Financial Planning to help build, manage and preserve wealth. Retirement Planning is a critical part of life. Brian works closely with Tax Professionals, Enrolled Agents, CPA's and Estate Planning Attorneys. Brian has created a network of professionals to help you eliminate the fears of out living your money.