Brian O'Connor specializes in structuring and implementing life insurance portfolios tailored to unique client needs, such as protecting families, financing estate taxes, and shielding returns from tax exposures.

He is affiliated with Winged Keel Group, an independently owned and operated entity, and offers securities through M Holdings Securities, Inc., a registered broker/dealer and member of FINRA/SIPC.

With an educational background in Philosophy and Law from Binghamton University, he brings a well-rounded perspective to his professional endeavors.

Brian has held positions as a Director at Winged Keel Group, an Insurance Broker at American Business, and an Analyst at RBS Greenwich Capital, showcasing his diverse expertise in the financial industry.