With a 20+ year plus history in the investment, life insurance and annuity industry, we understand and assist our clients with challenges of an ever-changing wealth planning environment. We believe in a consultative approach tailored to each client’s individual needs, goals and risk tolerance.

Brian Villec earned his B.A. in International Relations from the University of Delaware and a Masters of Science in Management from the American College. He holds a number of industry credentials including his CFP®, CLTC®, and RCC. Securities registrations include: Series 6, 7, 63, 66 and 24.