Brian joined the UWAG, LLC leadership as President in May of 2021 and is responsible for overseeing acquisitions, finance, operations, sales, and marketing. He brings a wealth of knowledge and experience to UWAG and aims improve our mission to provide our affiliates and advisors with the systems, processes, tools, and shared services to better serve their clients.
Before joining us, Brian spent six years as the Vice-President of Business Development for the National Association of Insurance and Financial Advisors (NAIFA). During his tenure, NAIFA has expanded and enhanced its relationships with its industry partners across the United States. Brian is a graduate of the University of Richmond – Robins School of Business. He began his career as a Financial Advisor with Virginia Asset Management in Richmond, VA. Prior to joining NAIFA’s national staff, Brian held national sales leadership roles with two industry leading software companies in risk management and compliance.
He is located in Maryland where he resides with his wife Courtney and their two daughters, Rose and Grace.