Brian received a B.S. with highest honors in Accounting and Management from the University of the West Indies. He also earned a Master of Science degree in Financial Services from the American College. He has over 30 years experience in the estate and financial planning fields. Before founding Premier he served as the Principal Officer in Jamaica for the Cuna Mutual Insurance Society, headquartered in Madison, Wisconsin.
His achievements include life membership in the Million Dollar Round Table, the premier association of financial professionals, where currently he is a member of the Top of the Table. He is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC. Brian is also a member of the Philadelphia Estate Planning Council, the National Association of Insurance & Financial Advisors, and the Society of Financial Services Professionals.
Brian is an engaging speaker and has led educational seminars for various organizations including Yale Medical School, PBS-TV, National Association of Black Accountants, the American College, the Society of Financial Services Professionals, University of Pennsylvania – Wharton School of Business and Finance, University of Pennsylvania Medical School, the Medical Society of Eastern Pennsylvania, Iowa Lutheran Hospital, National Bar Association and numerous fraternities, churches, and charitable groups.