Brian is CEO of Duncan Advisor Resources, overseeing all of the firm’s wholesale businesses. He works with team members across the organization to be the leading trusted partner for advisors and their firms, with a special focus in the Life Brokerage General Agency business and underwriting advocacy.
In addition, Brian works with advisors, agent and clients to design strategies that help grow, protect and transfer their wealth.
Brian received a B.S. in Business Administration from the University of Pittsburgh, Pittsburgh, PA. He received his Masters of Business Administration from Duquesne University, Pittsburgh, PA. Brian holds the FINRA Series 7 and 66 licenses, along with the Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU) Credentials. Brian is a member of NAILBA, the Risk Appraisal Forum, and participates in multiple carrier advisory councils.