With over 20 years in the financial services industry, Brian Patterson is a trusted expert in case design and illustrations for life insurance, annuities and long-term care. A California native with a degree in Business Administration, Brian joined Peak Pro Financial in 2026 to support advisors with creative planning strategies designed to help clients mitigate tax and market risk.

Brian's experience spans both the carrier and brokerage sides of the business, giving him a comprehensive understanding of what it takes to win high-net-worth clients. He partners with advisors to develop compelling illustrations and case designs that differentiate their practice and close more business.

Known for his technical expertise, responsiveness and advisor-first mindset, Brian is dedicated to making complex planning simple—and helping advisors and their clients achieve successful outcomes.