Brian is focused on delivering the best results for clients, firms, and their advisors. He has been in financial services for 20+ years and has maintained his CFP®, ChFC®, & CLU® designations. During his time at large financial services firm, he led territory-wide teams of advisors in Ohio and Pennsylvania. He spent his time assisting advisors, helping many of them with the establishment and growth of their businesses, and educating them on annuities and other investments. Brian’s knowledge and experience allows him to be a trusted resource to those he works with. Brian has his FINRA Series 7, 24, 63, 65, & 51 licenses as well as his Ohio Life, Accident & Health, Variable licenses. In his free time, Brian likes to continue with his life-long learning, watching sports, and spending time with his family.
Become a member
Firms join DPL for many reasons: To meet client demand for expanded services, to bring their clients’ insurance under their fiduciary umbrella, to differentiate their firm and offering, and more.