Brian has made some strategic acquisitions in recent years that have helped to strengthen and bolster Small Business Insurance Agency. SBIA has risen from a small local insurance agency to a national, full service insurance superstore, with multiple locations and a major online presence. Brian enjoys helping clients choose the best options for their needs and seeing them grow.

With 30 years in the industry, Brian has forged a strong and driven agency, focused on helping clients and creating new business relationships. His mission is to help customers achieve their goals by connecting them with sound strategies and competitive products. Simplifying this matching process allows customers the ability to understand financial solutions and that helps them win.

Brian is a Chartered Life Underwriter and Chartered Property Casualty Underwriter. He is a past president of the local chapters of Chartered Life Underwriters and the National Association of Insurance and Financial Advisors.

Designations and Degrees

• BS from Boston College
• MBA from the University of Pennsylvania – Wharton, School of Business
• Chartered Life Underwriter (CLU)
• Chartered Property Casualty Underwriter (CPCU)

Registrations

• Investment Advisor Representative
• Series 7, 24 and 63 Securities Registrations

In his free time, Brian is a devoted husband and father of three boys. Brian and his wife are the founders of Brendan’s Buddies, an organization focused on raising money for the UMass Memorial Hospital’s Neonatal Intensive Care Unit (NICU). He is passionate about staying active and has completed seven Ironmans and 62 marathons.