About Brian
Brian has been in the Financial Services Business since 2003, working with a diverse group of clients who represent a good slice of the Washington DC marketplace. As a native of the Washington area, he grew up in Chevy Chase, Maryland, attending high school in Bethesda. He and his father co-founded The Haney Company just over 6 years ago to combine 2 generations of industry experience. As Vice President of the Haney Company, Brian brings significant depth and capacity to the company adding his for-profit, small business, and family practice to the firm. The marriage between his father’s association/non-profit expertise and his private industry background give the Haney Company a substantial edge in the marketplace.
Education
Bachelors
Licenses
Series 65
Life
NASD Series 6
NASD Series 63
Other Credentials
CLTC®
CFBS
LACP
IBF Designations
CFS®
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Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
CIS™
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Certified Income Specialist
Retirement income planning, withdrawal strategies, and distribution optimization.
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At a Glance
IBF Designations
2
Member Since
2008
Other Credentials
3
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
501(c)(3)
Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.