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        Barry J. Boscoe, CFP
Since 1972, Barry Boscoe has assisted individuals in creating and preserving their wealth. As the president of Brighton Advisory Group, a diversified financial services organization based in Southern California, Barry works closely with privately held corporations and individuals in areas such as succession planning, benefits planning, tax reduction strategies, asset protection planning, risk management and real estate investments.

A frequent lecturer at national conferences including the Advanced Association of Life Underwriters, 35th Tax Institute, University at Northridge Alumni of Retired Professors and the International Forum, Barry regularly provides seminars on a variety of tax strategies to accountants and attorneys. His strategic approach has also attracted the attention of national publications and esteemed television and radio programs.

Barry’s passion for finance is paralleled only by his love of family and the outdoors. When he is not spending time with his four grandchildren, his sense of adventure takes him to deep waters. Barry is an adventure photographer focusing on marine life, including Great White sharks. He has also photographed a number of indigenous peoples including the headhunting tribes of Papua New Guinea and Irian Jaya (http://www.adventure-photographer.com). On land, if not in the office, Barry can be found skiing some of the world’s most challenging mountains.

Barry Boscoe holds the Certified Financial Planner designation. He is a member of the Financial Planning Association, the Advanced Association of Life Underwriters and an associate member of the Los Angeles County Bar Association.

        Jon R. Dahlstrum, CFP
Jon Dahlstrum began his career in financial services in 1983. At Brighton Advisory Group he assists individuals with retirement planning and is responsible for researching and preparing all client presentations as well as handling the company’s IT systems. He has worked with Barry Boscoe for over 15 years.

When he is not in the office, Jon enjoys coaching his children’s baseball teams and spending time with his family. He is also an avid golfer.

A graduate of Pepperdine University in Malibu, CA with a Bachelor of Science in Business Administration, Jon holds the following designations: Certified Financial Planner and Life and Disability Insurance License.

       Mary Jo Higginbotham

Mary Jo began her career in the financial services industry in 1985 at the European headquarters of Mutual of New York in Kaiserslautern, Germany. She has been active as a
para-planner and field underwriter with Brighton Advisory Group since 1994 specializing in
life and disability underwriting, policy service, and medical risk interpretation.

Mary Jo has a bachelor of science in education from State University of New York at Oneonta and holds the following designations: Life, Health, and Disability License and a notary license.
In her free time, she enjoys travel and gardening.

       Rai Pollard

Rai has been with Brighton Advisory Group since 2011 and is a vital member of the organization. She assists Barry Boscoe and his staff in performing a variety of tasks throughout the office, including acting as a liaison between life insurance companies and Brighton Advisory Group clients as well as providing underwriting assistance.

A graduate of the University of Colorado at Boulder with a BA and MA (Phi Beta Kappa), Rai enjoys dancing, learning Italian, and volunteering at a local art museum.

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5704 Lindley Ave Encino, CA 91316
Tel: 818.342.9950 - Fax: 818.342.9957
Email: barry.boscoe@brightonadvisory.com
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