Brian is an associate partner of Alpha Solutions Group. He has been in the financial services field since 1986. Brian specializes in providing comprehensive financial services to individuals, young families, business owners and self-employed. Brian is an investment adviser with Eagle Strategies LLC, a Registered Investment Adviser. With this resource Brian can utilize a comprehensive platform to direct and manage the investment needs and goals of his clients.
Brian is a Chartered Life Underwriter® (CLU) from the American College and holds a Certification for Long Term Care (CLTC) designation. Brian is also a member of the National Association of Insurance and Financial Advisors and Lifetime Member of the Million Dollar Round Table*.
In his free time, Brian operates a fishing charter boat on the Chesapeake Bay and is licensed by the United States Coast Guard. This allows him the opportunity to pay it forward and donate trips to the boy scouts, wounded warriors and disabled police officers.
*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.