Brian Bessner, CFP®

Vice President

BUSINESS PHILOSOPHY

My goal is to build strong professional and personal relationships with families and business owners in order to help them pursue their financial freedom. I feel strongly that I have the knowledge, experience, and commitment to help people plan for the future they envision.

PRODUCTS AND SERVICES    

  • Fixed and Variable* Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Long-Term Care Insurance
  • Education Funding Strategies*
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Lump Sum Pension Distribution
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds*
  • Tax Deferreded Annuities, 403(b) Plans*
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance*
  • Whole Life Insurance

      *Securities offered through representatives of Lincoln Financial Securities, member SIPC

QUALIFICATIONS

  • Certified Financial Planner®
  • Licensed to sell Life & Health Insurance in TX
  • Registered Representative of Lincoln Financial Securities
  • 2006 New England Financial Rookie of the Year
  • 23 Years in Financial Services Industry
  • BS Biology, East Central University, Ada, OK

PERSONAL

  • Dallas resident for 38 Years
  • Family: Wife of 16 years, Betsy and 3 children; Ella, Eva and Charlie
  • Hobbies: Photography, Movies, Golf

ORGANIZATIONS

  • Member of St. Thomas Aquinas Catholic Church
  • Board Member Knights of Columbus Charity Organization
  • Past President and current Member of Exchange Club of East Dallas
  • Member National Association of Insurance and Financial Advisors-NAIFA- Dallas
  • Million Dollar Round Table (MDRT)
  • Board member of Greater East Dallas Chamber of Commerce
  • Member Financial Planning Associaiton of Dallas
Phone 214-320-3040
Fax 214-800-5103
Mobile Phone 214-454-7557