Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning
Brian began his career in 1990 with Equitable Life, where he became a successful agent specializing in retirement and estate planning. He also served as Regional Director with Integrity Life, where he marketed annuity products to independent financial planners.
Brian joined Penn Mutual in 2002 as a Sales Manager and achieved the “Sales Manager Award of Excellence” in 2005. In 2008 he was promoted to Regional VP where he played a key role in the company’s success throughout New Jersey and New York City raising over $500 million of annuity assets.
Brian joined Mass Mutual in 2014 as an Agency Managing Director and has qualified for the “Sales Manager Summit Award” three years in a row.
Brian has also received numerous industry awards, including the GAMA Gold Career Development Award and membership in the Million Dollar Round table.
Brian holds the CLU, CHFC and RICP designations and has been a member of the Society of Financial Service Professionals for 25 years. In addition, he is FINRA Series 7 and 24 licensed.
Brian earned his Bachelor of Science degree from St. John’s University and a Master of Science degree from the American College of Financial Services
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15 Bay Ridge Avenue
Brooklyn, NY 11220