Brian has a passion for helping clients with their financial goals including the formulation of complex estate plan designs and strategies for generational wealth transfer. He specializes in life insurance underwriting and placement. With the resources of World Investment Advisors, he can address all facets of individual, family and corporate financial solutions with the goal of delivering positive outcomes.Brian joined the firm in 2012 and has over 38 years of experience in insurance, investment, and tax planning. He began his career with Price Waterhouse in Philadelphia before joining Karr Barth Associates in 1987. He then joined Sullivan and Company in 2000 to work with his father Joseph in providing insurance and estate planning solutions to their mutual clientele. Brian proudly attended Malvern Preparatory School and the Pennsylvania State University. He received his B.S. in Accounting in 1982 and graduated “with distinction”. Brian is a former CPA, and currently a FINRA registered Series 6,63 and 65 professional.He is married to Karen Hepp, the Fox 29 News Anchor, and together their life centers on their children (Quinn, Macklin, and Kellen). Brian’s passions are summers at the beach in Avalon NJ and multisport racing, where he has competed in over 500 races. He is an Age Group All American Triathlete, a three-time Ironman, and a six-time Boston Marathoner.