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Brian joined the organization after 13 years in the financial services industry. He earned a bachelor’s degree in finance from Ithaca College as a four-year member of the football program. Brian started his career after college at Lincoln Financial based out of Philadelphia. He started his outside wholesaling career in Louisiana before moving to Atlanta in 2013.
Brian lives in Atlanta with his wife, Bethany. In his free time, he enjoys traveling, Florida vacations with his family and all things Philly sports.
Brian specializes in custom marketing strategies and personal sales support on a variety of retirement topics. His value is best demonstrated by helping grow a financial professional's practice in an impactful and insightful way geared toward long-term success. Brian is known for his service-minded approach to the business, ability to get results and willingness to help his financial professionals succeed.
Securities Registered with FINRA®
Holds Series 6 and 63 Registrations
Russ joined the organization after a successful tenure at New York Life. There, Russ began as an agent working with entrepreneurs and families to develop financial plans, eventually earning a promotion to partner after just two years. His work shifted focus toward building a diverse team of agents and financial professionals who brought different perspectives to the field. Before his professional achievements, Russ graduated at the top of his class from Humber College with a recreation management degree, then followed up with an education in the Economics department at the University of Toronto.
Russ spends much of his free time with his family: his wife Courtney, two children, three dogs and two cats. He can be found toiling in the kitchen working on new recipes, exercising his green thumb in the garden or slapping pucks on the ice with one of his two hockey teams.
With his experience and passion for development and coaching, Russ looks forward to partnering with financial professionals and bringing new ideas to help them grow their businesses.
- Securities Registered with FINRA®
- Holds Series 6, 63 Registrations and Life and Health License
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