CA Insurance License No. 0702063
Brian is Chief Executive Officer of Tax & Financial Group and has been in the Financial Services business for over 31 years. He holds the Series 6, 7, 24, 63, and 65 Securities Registrations.
Brian graduated from Lafayette College of Easton, PA in 1978 and received his degree in Economics. In addition, he has received his advanced designations of Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) from the American College of Bryn Mawr, PA in 1986.
Brian is a member of several national organizations including the Society of Financial Services Professionals and the General Agents and Managers Association (GAMA). He has served as President and Board member on several community organizations.
Brian lives in Newport Beach, CA with Barbara, his wife of 32 years. He has three daughters; Meghan, Jillian, and Caitlin. His main interests are family and golf.
Brian specializes in a comprehensive approach to his financial services practice that addresses:
- Business Succession & Exit Strategies
- Investment Advisory
- Brokerage Accounts
- Qualified Retirement Plans/IRA Issues
- Charitable Gifting
- Distribution of Wealth at Death
- Liability Issues
Brian is also nationally known as a coach and trainer of other financial professionals who want to move their financial services practice to a higher level of service and productivity. Brian is a Registered Representative and Investment Advisor Representative with Securian Financial Services Inc, member FINRA/SIPC.
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