Brian serves as Director of Insurance and Estate Planning at Wealth Advisory Group, Inc.
Brian has a passion for helping clients with their complicated financial problems including the formulation of complex estate plan designs and strategies for generational wealth transfer. With the resources of Wealth Advisory Group, he is able to address all facets of individual, family and corporate financial solutions.
Brian joined the Wealth Advisory Group in 2012 and has over 32 years of experience in insurance, investment, and tax planning. He began his career with Price Waterhouse in Philadelphia before joining Karr Barth Associates in 1987. He then joined Sullivan and Company LLC in 2000 to work with his father Joseph in providing insurance and estate planning solutions to their mutual clientele. Brian still continues to serve those most valued clients under his Wealth Advisory Group affiliation.
Brian proudly attended Malvern Preparatory School and the Pennsylvania State University. He received his B.S. in Accounting, and graduated in 1982 “with distinction”.
He is married to Karen Hepp, the Fox 29 News Anchor and they have three young boys. Brian is an Ironman Triathlete and a six-time Boston Marathoner.