Brian Haney is a 16-year financial professional experienced in banking, employee benefits, investments, Retirement plans, and Insurance. As a specialist in working with privately-owned business, his expertise and keen insights provide businesses, organizations, and affluent families with innovate strategies to meet their insurance and financial goals. A self-avowed tech junky, he runs the “That’s My Financial Guy” podcast and has been awarded as one of NAIFA’s 4 UNDER 40, The Washington Business Journal’s 40 UNDER 40, and NAIFA’s 2018 Diversity Champion. The marriage between his private business expertise to his father’s association experience gives their firm a substantial edge in the marketplace. Brian has spent the last 10 years leading the firms Retirement Plan consulting practice.