Brian Simon

Business Succession Planning at Alliance Financial Group

Brian Simon has over 19 years of experience at Alliance Financial Group, specializing in business succession planning and financial strategies for medical and dental professionals. In these roles, Brian aids business owners in enhancing profitability while managing day-to-day operations and assists physicians and dentists in optimizing their wealth-building potential and retirement planning. Prior to this, Brian served as the Sports Director at WINK-TV from 1994 to 2005, where significant sports events, including four Super Bowls and several championship games, were covered. Brian holds a Bachelor of Journalism in Broadcast News from The University of Texas at Austin, obtained in 1991.

Location

Fort Myers, United States

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Alliance Financial Group

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Our history dates to 1987, as one of the first insurance and financial planning enterprises in southwest Florida. We began and continue our mission with one goal - to protect and provide for what you care about most.


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Employees

51-200

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