Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.
Brian has a wealth of experience to the MassMutaul team as a business owner, entrepreneur and business leader. Brian also brings a unique perspective to customer service having been a business owner and cofounder of a professional services firm specializing in technology support, professional services, and consulting for other start-up enterprises.
Prior to co-founding his company in 2010, Brian served at the US Army Intelligence Center of Excellence located at Fort Huachuca, Arizona. While serving the US Army, Brian advocated for cutting edge communication systems and software tools to improve operations in support of the US Forces. He has been recognized for his dedication and service supporting various Department of Defense programs and was instrumental in validating IT and communications tools concepts and requirements for procurement and acquisition.
He attributes his success to his entrepreneurial mindset and his passion to connect with businesses, individuals and institutions by bringing strategies and ideas to support projects and establish collaborative partnerships.
Brian resides in Oceanside with his wife Kate and in their free time they enjoy golfing, running, going to the gym, biking, and movies.
Area(s) of Focus
- Business Owners
- Insurance Strategies