Broker Check

Accomplishments

Organizations
Brian supervised and trained over 1200 investment professionals for one of the largest financial services companies in the United States, Chubb LifeAmerica. In 1995, Brian was elected to the 12-member General Agents Advisory Committee (GAAC). This respected committee served in an advisory capacity on behalf of 1500 financial services professionals within Jefferson Pilot Financial. He served as chairman of its Securities Committee from 1996-1999. Brian was the youngest president to serve the GAAC, being elected for the fiscal year 1998-1999.

Publications
The October 1996, 1997 and September 1998 issues of Worth Magazine along with the July 1998, November 1999, August 2000, December 2002, November 2004, November 2006 and November 2008 issues of Medical Economics listed Brian as one of the “Best Financial Advisors in the United States.”* His many articles and comments have been published and/or quoted by a variety of magazines, trade publications and newspapers including The New York TimesThe Boston Globe
Medical EconomicsThe Manchester Union LeaderBusiness NH MagazineMarketWatch, Financial Playbook and New Hampshire Editions. Brian is also the featured author in a book titled Wealth Strategies for Doctors, published in 2004.

Lectures
He has lectured at financial planning seminars across the country and on the open seas. From 1992 through 1997, he served as president of the International Association for Financial Planning-New Hampshire/Vermont chapter. Brian is also active as a guest lecturer in the local community.

* Referenced material available upon request.