Brian began his financial service career in 1991. Brian founded Optimum Financial Group in 2004. Prior to this, Brian worked for several large financial service companies where he held regional management positions. His background includes developing and presenting continuing education courses on life strategies, retirement income planning, and business transition issues.
Since 1991, Brian Grogan has been assisting people in securing personal life insurance. He is committed to timely service, consistent communication and follow up in order to ensure a smooth underwriting process.
Brian obtained an MBA from the University of Wisconsin-Eau Claire and obtained the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College located in Bryn Mawr, PA. He is an investment advisor representative. He holds series 7, 66 and 24 licenses as well as life, health, and annuity licenses.