Brian Whitbeck

Brian works with Robert Whitbeck, MBA, partnering in financial planning, review, and implementation. Throughout his experience, he has developed and maintained excellent rapport with long-term clients. Brian exudes passion for ensuring his clients are meeting their financial goals and ensuring financial security for the future. His strong advocacy and close attention to detail aids in personalizing plans to meet each client’s individual needs. Brian has recently transitioned into a planning role and is looking forward to creating new relationships and financial wealth for perspective clients.

Prior to joining Lincoln in 2014, he worked at MassMutual as a Producer, bringing in perspective clients for life and disability insurance. This experience sparked his desire to expand his education to better serve his clients.

Brian earned his Bachelor’s degree in Business Administration from Medaille College. He currently holds his Life, Accident and Health Insurance License, Series 66 and Series 7. He intends to continue his pursuit of certification within the financial industry.

Brian lives in Penfield with his wife Brittany and 3 children; Landon, Channing and Savannah.