Regional Vice President
Mr. Duffy oversees Stira Capital Markets Group's (SCMG) South Central region. He manages SCMG's sales efforts, supports registered reps and advisors, and cultivates SCMG's broker-dealer channel in Texas, Oklahoma, Louisiana, Missouri, Kansas and Nebraska.
Brian has spent the majority of his 20 years in the financial services industry as a Regional Marketing Director with Planco where he sold over $565 million of The Hartford's financial products, and as a Regional Vice President with AXA Distributors where he sold over $325 million in variable annuities over a 5-year period. Brian graduated from Widener University in Pennsylvania with a degree in business management with a concentration in finance. He holds his FINRA Series 6, 7 and 63 licenses, along with the Texas Group Life and Health license.
Licenses: FINRA Series 7, 6 and 63
Office: (949) 333-1753
Cell: (713) 503-4874
Associate Vice President
Prior to joining SCMG, Allie worked as a District Manager at Automatic Data Processing (ADP) consistently exceeding sales goals in the Los Angeles territory for 2 years. In this role, she gained experience in the financial world partnering with business bankers, and retirement services representatives to analyze client’s financial data and help them achieve their growth goals.
Additionally, she has consulted with hundreds of small businesses to create customized human capital management (HCM) platforms and retirement plans to meet their needs. Allie graduated with a Bachelor of Arts in Economics from the University of Florida.
Office: (949) 333-1723