Senior Vice President

Brian Whitmore

Brian Whitmore serves as Senior Vice President for Succession Capital Alliance, where he is responsible for the activities and operation of loan, underwriting, medical underwriting, case design and client service teams. His focus is on developing the best customer experience for our client.

Brian’s experience in the life insurance industry spans over three decades and has touched many facets of the agency system. Prior to joining SCA, Brian was a marketing director at the 2nd largest MassMutual agency in the country. In 2002, Brian joined Capital Management Strategies as a manager of operations and expanded his role as the Vice President of Operations with the launch of Succession Capital Alliance in 2006.
Brian draws from his distinctive knowledge and experience in traditional life insurance premium financing, to build and oversee unmatched underwriting services to support the “advisor to the advisor” joint work model at SCA.

A graduate of University California, Irvine (UCI) with a Bachelor of Arts degree in Economics, and a Bachelor of Science degree in Psychology, Brian also was selected to a coveted spot to earn a minor in Management from the UCI Graduate School of Management in the first year it was offered at the school.

He lives in Huntington Beach, CA with his wife and two sons. He enjoys spending time with his family and watching sports and great movies.