Brian Shey specializes in the areas of investment, retirement and business/estate planning strategies and is an Advocate with a 20-year record as a leader working in the high-end insurance channels. Brian is known for his approach to building relationships among financial disciplines using the principles of advocacy. Mr. Shey specializes in protecting, investing, and taxation strategies to accumulate, preserve and transfer personal assets. His territory and professional experience throughout FL, GA, NC, SC and TN with two of the nation's largest high-end life insurance companies and his extensive background in advising and coaching insurance and financial planning professionals make him a valuable resource for assisting his relationships in these areas.
Mr. Shey is a graduate of the University of Florida with a Bachelor Degree in Business Administration with an emphasis on Finance/Accounting. An accomplished public speaker, he is a frequent presenter and guest lecturer for business and professional groups on topics about retirement and estate planning
Although business fosters Mr. Shey's daily activities, he also enjoys giving back to the community and has served on the boards of several organizations. Mr. Shey's passion outside of work is as an active NCAA Division I basketball official. He and his wife, Raina, have three sons.