Finance Monthly Insurance Awards

11 Finance Monthly. USA recognition during his time. He was a SunTrust Bank EdgeMaster Conference Qualifier 2006, the West Financial Group New Agent of the year in 2008, MassMutual Life Insurance Company Rising Leader 2009, 2010, 2011, MassMutual Life Insurance Company Leaders Qualifier 2009, 2010, 2011, 2013, 2016, MDRT Qualifier every year since 2009, MDRT Court of Table Qualifier every year since 2014, and a Top of the Table Qualifier every year since 2016. Brian is also a NAIFA National Quality Award recipient each year since 2013. Brian was also named one of NAIFA’s prestigious 4 Under 40 in 2017, as well as their Diversity Champion in 2018. Brian was honored to be one NAILBA’s ID 20 winners and one of the Washington Business Journal’s 2019 40 UNDER 40 winners. Brian was recognized by ThinkAdviser as a 2021 Luminary Awardee for Diversity and Inclusion. He is an active Board member of NAIFA Greater Washington, and an active MDRT volunteer leader. ​Brian’s professional designations include: • Certified Funds Specialist (CFS®) • Certified Income Specialist (CIS®) • Certified in Long Term Care (CLTC®) • Certified Family Business Specialist (CFBS®) • Life & Annuity Certified Professional (LACP®) • Certified Association Executive (CAE) Brian was formerly a Private Banker & Investment Associate for SunTrust Investment Services, and a Licensed Banker at Wachovia bank where he began his career. Brian resides in Silver Spring, Maryland with his wife and daughter. He is a 2002 Graduate of Indiana University. Over the next few pages, Brian tells us about The Haney Company and his role as well as discusses his award win. Firm Profile The Haney Company offers financial servicesadviceandguidance, including strategies for aligning values and mission with investment decisions, based on decades of experience and the highest level of personal attention. These advantages provide an uncompromising dedication to our clients and the ability to find the right financial solutions for you and your goals. As specialists in insurance and retirement programs for Associations and their executives, we’ll always dig deep to find the insurance and affinity plans that work for your organization. And because of our extensive training and experience, we can also provide you with innovative solutions that fit best.

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