Brian Bushwell CLU®, LUTCF, CLTC
Managing Director
I am proud to have built a firm that assists individuals and business owners in implementing strategies tailored to protect the assets they have diligently accumulated. Being truly independent allows my team and me to adopt an agnostic approach to companies and products, providing individual strategies with an objective perspective. This independence helps us address clients' goals and objectives with personalized solutions.
I frequently speak at industry events and serve on various company, industry, and community advisory boards. I am honored to be part of the "Top of the Table" with the Million Dollar Round Table*, an organization driven by high standards of ethics, knowledge, service, and productivity.
I earned my bachelor’s degree in insurance from the University of Hartford’s Barney School of Business, where I also played baseball. Additionally, I hold the Chartered Life Underwriter (CLU) designation from The American College in Bryn Mawr, Pennsylvania.
My wife, Joy, and I have been married for 34 years and have three sons: Griffin, Hunter, and Logan. We split our time between Naples, FL, and Morristown, NJ, enjoying both communities and their unique offerings.
*Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must also adhere to the MDRT Code of Ethics. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award. Top of the table is a level of membership.