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 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.
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 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.
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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. |
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Hannah
has been with Brighton Advisory Group since
2002 and is a vital member of the organization.
She assists Barry Boscoe and his staff in
performing a variety of tasks
throughout the
office,
Hannah acts as a liaison between life insurance
companies and Brighton Advisory Group
clients.
She provides underwriting assistance to
Mary Jo and research assistance to Jon.
A 2002 graduate of the University of California
at Santa Barbara, Hannah enjoys the
outdoors,
traveling, and spending time with friends
and family.
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