Managing Partner

Brian began his career with New York Life as an agent in January 2009 at the Dallas General Office.  As an agent he always had a high case rate, achieved numerous awards and he qualified for Executive Council two years in a row, allowing him to be promoted to Partner in April 2012.  As a Partner he qualified for View From the Top in 2013, as well as Gathering of Eagles in 2013 and 2015.  Brian continued to select and develop talented men and women earning him the prestigious title of Senior Partner in September 2015 and Managing Partner of the Montana General office in April 2016.

Brian has earned the distinguished LUTCF®, CLU®, ChFC®, FSCP® designations from the American College, and he is currently pursuing additional designations.  He also holds: Life, Accident and Health licenses, as well as FINRA Series 6, 7, 24, 63 & 66 licenses.