First actuary on the Internet, Actuary, Recreational Financial Planner, Nationally known pension guru, Principal at The Terry Group, Former Partner at CCA (acquired by J.P. Morgan in 2006)
Fantastic Experience, Very Knowledgeable and Helpful! Thank you!
Brian was to the point, yet covered various scenarios for my situation. Clear answers, will consult with him again.
Absolutely amazing! Brian is amazing at breaking down concepts in an easy way to understand, and has an incredible wealth of knowledge to share! Would highly recommend!
Brian provided excellent feedback on my ideas and suggested additional contacts; these contacts proved to be extremely useful for me. I recommend him highly.
