CALIFORNIA CONSUMER - Key Persons
Job Titles:
- Partner / Investment Advisor Representative / Financial Planner
In Tony's over 30 years of industry experience, he is known for his insight and creative retirement planning. He really enjoys the time he spends with his clients ‘blueprinting' their financial goals, and helping them find success in designing their futures. "You can't build a map if you don't know your destination".
When it comes to industry experience, Tony has held a number of lead roles with large Financial and Insurance services firms, in the Boston area. His relocation to NH, in 1999, opened doors to hone his skill set with big industry players such as Prudential IFS and Merrill Lynch. Tony has almost a decade's worth of experience in the formation and building of Wealth Management programs at two large, highly respected, banking institutions. He was later recruited by TIAA to lead a team to develop complex financial plans and strategies for High-Net-Worth individuals in the Higher Education and Medical fields.
With the arrival of 2020, and the Novel Coronavirus, Tony decided to return to private practice and join his longtime friends and colleagues at Brayshaw Financial Group. This provided him the opportunity to return to the ‘community-based' focus, that he so enjoyed, and felt was missing from his work in the corporate environment. As the newest Partner he brings a strong leadership role to the planning initiatives at Brayshaw Financial. He will be based out of the headquarters in Bedford, NH and will service the Upper Valley and Monadnock regions out of our Keene office.
Tony holds a Certificate in Financial Planning from Boston University, is FINRA Series 6, 7, 63, and 65 Registered, as well as Life, Health, and Accident Insurance Licensed.
Growing up on the South Shore of Massachusetts, Tony attended private school where he was recruited for Ice Hockey, and was a Defenseman for the Bruins affiliate Junior A team in the Boston area. Tony also served in the US Army as a Combat Medic/LPN where he attained the rank of Sargent. Now a resident of Hanover, NH he and his wife Kathryn live with their two, high school boys (their 3 adult children visit often! In fact, their oldest and her husband, just blessed them with their first Grandchild this past October!), and their Goldendoodle Dory!
Job Titles:
- Founder
- Managing Partner
- Managing Partner and Founder of Brayshaw Financial Group
- Principal With SagePoint Financial
Benjamin C. Brayshaw is a Registered Principal with SagePoint Financial, Inc.and holds Securities Registration and Insurance Licenses in twenty-six states. He functions in a supervisory capacity for his Broker Dealer, SagePoint Financial, Inc, overseeing the activities of Financial Professionals throughout New England, Portland, OR, and southwest Washington state.
Ben serves as Managing Partner and founder of Brayshaw Financial Group, LLC. He graduated from Liberty University with honors in International Business, Advanced Science and Mathematics. Having previously been with MetLife Financial Services, he has extensive experience in both investments and insurance.
Benco-hosts "Money On Tap", the financial radio show and podcast produced by Brayshaw Financial Group, LLC and is broadcast nationally and you can hear them on multiple radio stations in the country. The show covers a variety of topics,as simple as social security planning and investment planning, to tax and wealth preservation strategies.
Ben is and has been involved in a number of volunteer roles. He is proud to have been a part of the expansion of Concord Christian Academy (CCA). Ben has previously served on the board for over twelve years.During his time with the school he served as Financial Chairman, and worked as the lead for the building committee for completion of the new gymnasium, classrooms, an auditorium and academic hall during a multi-million-dollar expansion.
Ben has also worked with the Fellowship of Christian Athletes (FCA) where he has been an FCA New England Board member, and spent much of his time in that ministry devoted to coaching children's Soccer.
He has coached Soccer and Basketball for all ages both in his community and at the schools. Ben and his wife, Kim, were born and raised in Concord, New Hampshire. Their four children were born in the same hospital as their dad, Ben. Ben and Kim are dedicated to their hometown community.
Job Titles:
- Partner / Investment Advisor Representative
Dan is a Registered Principal and Financial Advisor with Brayshaw Financial Group, LLC. After graduating from the University of Massachusetts, he began his financial services career in 1998 with Boston Financial Data Systems. For over twenty years, Dan has passionately worked with others to build financial plans that help position his clients for success in establishing the goals they have created for themselves and their families. He has honed his financial skills at some of the best companies in the industry, including Allianz Life and MetLife.
Dan works diligently on the guidance he provides, and that the decisions he and his clients make together; strives to preserve their financial future coupled with a sense of stability. Creating this relationship allows them to pour more of their mental and emotional capacity into their families, their work, and the things that matter most to them.
Dan knows all too well that concerns over financial well-being can have a huge impact in many other areas of life. He started working and saving early in life, and watched it all vanish while he was in school. This convinced him that understanding finances is a must as concepts like debt, credit, and interest rates became all too real. Dan's heeded the advice that "you can't save your way to prosperity". That perspective changed things for him. He conveys to clients that intentional investing and taking prudent risks is essential to building real wealth.
He holds the FINRA Series 7,24,63, and 65 Licenses as well as Life, Health, and Accident Insurance licenses in NH, MA, RI, CT, and MD.
Dan grew up in Newton, MA in a neighborhood known as "The Lake", which oddly enough, did not have a lake. He, his wife Andrea, and their three sons live in Bedford, NH where Dan plays in the Bedford Men's Basketball League.
Job Titles:
- Investment Advisor
- Representative
Job Titles:
- Principal - P & C Division
Erik Morton was born and raised in New England. He has over 20 years of insurance experience starting in Florida and for the last 15 years has lived in the beautiful NW just north of Portland, Oregon in Vancouver, WA. He is currently the Principal Agent in an insurance brokerage -ASKE Insurance Advisors and heads up the P&C division for Brayshaw Financial Group. He completed his MBA in 2003 as well as the top industry designation - CPCPU (Chartered Property Casualty Underwriter) in 2013. He works with his wife Sharon full-time in the office and is currently helping to coral his three boys who are 14, 13, and 10 years old.
Job Titles:
- Investment Advisor
- Representative
Job Titles:
- Social Security Specialist
Job Titles:
- Director - P & C Division
Sarah Vezzani, MS, LUTCF, CLF is a solution-focused Senior Executive, Insurance Advisor, and Thought Leader with more than 20 years of success across the insurance and consulting industries. Her broad areas of expertise include leadership, team building, recruitment, business planning, sales, customer satisfaction & retention, and strategy.
Sarah held a key leadership position as the Senior Branch Manager for Liberty Mutual Insurance where she was responsible for the achievement of goals and objectives. She also coached and developed sales and service representatives to exceed goals. Sarah has also served as a Sales Manager for Liberty Mutual Group and she directed and coached sales reps in the development and delivery of effective, presentations to prospective Affinity market clients.
Prior to her role as Sales Manager, Sarah additionally led as a Sales Representative for Liberty Mutual Group. For her innovative and exceptional leadership, she was awarded the Manager's Silver Life Achievement, the Manager's Golden Circle Award, the Personal Liability Fast Start Award, and the Manager's Lamplighter Award, and the Silver Freedom Award.
Sarah earned her Master of Science in Organization and Development from Antioch University, New England. Sarah has been involved in several volunteer roles. She's proud to have been a part of Monadnock Center for Violence Prevention in Keene, NH serving as an advocate for several years. She is proud to have previously served as a founding board member of Sy's Fund, an organization helping young people with cancer, for several years. She was chosen to partner with the University of New Haven in Connecticut to develop and implement a new sales degree. She also spent time in Ghana, Africa helping women identify ways to manage their finances.
She currently lives in Keene, NH with her partner Jon and their beloved Golden Retriever, Miles.
Job Titles:
- Investment Advisor
- Partner
- Representative
Seth Krussman is a Registered Representative and Investment Advisor Representative with SagePoint Financial, Inc. Seth holds and maintains the following security registrations with FINRA (Financial Industry Regulatory Authority): Series 7, Series 65, and Series 63. He is securities- licensed and is insurance-licensed in numerous states across the country. Seth is a financial planner and partner at Brayshaw Financial Group, LLC.
Job Titles:
- Investment Advisor
- Representative
Job Titles:
- Lifetime Income Consultant