Professional
Before Brian can speak intelligently about the services that might be appropriate for you and your family, he needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know him.
CLU®
Chartered Life Underwriter
The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.
National Association of Insurance and Financial Advisors (NAIFA)
Northwestern Mutual Toshiba Classic Committee
Brian is a member of Athletes Touch, an exclusive community of former college and professional athletes excelling in the world of business. They are competitors, teammates, friends, and trusted advisors.
Awards and Recognition
Million Dollar Round Table Qualifying Member 2013-2014, 2018
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Association of Insurance and Financial Advisors Quality Award 2011-2015
Award recognizing commitment to excellence in service to clients and industry
National Quality Award 2007-2010
Award recognizing persistency and performance
National Sales Achievement Award 2007, 2009
Award recognizing performance