Brian has been in the financial services industry for 20 years with a focus on incorporating life insurance into planning strategies. He has held a variety of roles including Client Service Manager, Plan Design Specialist, Chief Operating Officer and Marketing and Business Development. Brian leads the growth and development of the insurance operation within Cornerstone.
Brian is an expert at using the financial instrument of life insurance in order to maximize the product’s design benefit for his clients. He specializes in acquiring and managing large blocks of life insurance to meet the needs of affluent clients, ranging from basic planning (asset protection, income replacement) to sophisticated techniques (ILIT, IDGT, GRAT, Split Dollar, Private Placement). Brian sees himself as a "professional buyer and active manager" of his client’s life insurance portfolios, with the understanding that life insurance is an important asset class as part of an individual’s portfolio.