Brian has spent 13 years in the Financial Services Industry working with a diverse group of clients who represent a slice of the Washington DC marketplace. As a native of the Washington area, he grew up in Chevy Chase, Maryland, attending high school in Bethesda. After graduating in just 3 years from Indiana University in 2002, he began his career in Banking & Securities. Brian moved to his current firm, MassMutual Greater Washington to build an independent and comprehensive practice, working across a broader range of the marketplace than he could previously. He has steadily grown his practice over the last 9 years, adding to it a partnership with his father, Allen 4 years ago.
Through this collaboration, Brian brings in depth strength in strategic wealth management, insurance and financial planning. The marriage between his father’s 40 year association /non-profit expertise and Brian’s experience in privately held businesses and working with affluent households, give their partnership a substantial edge in the marketplace.
Brian offers total financial needs analysis through a network of experienced professionals with expertise in Advisory services; Retirement analysis and programs; Estate strategies; Employee benefit and retention services and Trust Services.
Brian resides in Silver Spring, Maryland with his wife Kelly and daughter Jordyn. He is the current President of National Association of Insurance Financial Advisors (NAIFA) Greater Washington as well as Vice President of the CAGLCC.
Brian is a registered representative of and offers securities, investment advisory services and financial planning services through MML Investors Services, LLC., member SIPC (www.sipc.org). Supervisory address: 530 Gaither Road Suite 350 Rockville, MD. 20850 (301)-355-5880
Brian is licensed to sell insurance in: Maryland, North Carolina, Virginia, The District of Columbia, California (California Insurance License 0G30589), Florida, New York, Illinois and securities in: Maryland, Virginia, Florida, New York, Arizona, Illinois, The District of Columbia. I cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct insurance and/or securities business.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies