BACKGROUND and PHILOSOPHY
Brian Mackey
President National NNA

• Quinnipiac University - (B.S. Accounting)
• University of New Haven - (MBA Program)
• The American College (CLU)

• American Society of Financial Service Professionals
• International Association of Financial Planning

• Estate Planning
• Business Continuity Planning
• Investment Planning
• Retirement Planning
• Executive Benefits Planning

• National Network of Accountants Investment Advisors
• Legacy Advisors, LLC
• Renaissance Charitable Trusts
• International Association of Financial Planning
• American Institute of Certified Public Accountants
• New York State Society of Certified Public Accountants
• National Conference of CPA Practitioners
• Guest speaker for numerous associations on Estate Planning and Business Continuity Planning

• Life, Accident and Health
• Series 6 - Variable Annuities and Insurance
• Series 7 - General Securities
• Series 22 - DPP Registered Representative
• Series 24 - Registered Principal
• Series 65- Registered Investment Advisor