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Brian Barto

Brian Barto

U.S. Army Engineer Officer

Followers of Brian Barto414 followers
location of Brian BartoWashington DC-Baltimore Area

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  • Timeline

  • About me

    Owner/Founder of I Know Medicare - Specialty Insurance Brokerage, Registered Social Security Analyst (RSSA) and Owner of 3 Liberty Tax Offices in VA and WV.

  • Education

    • Lehigh University

      1986 - 1990
      Bachelor of Science - BS

  • Experience

    • US Army

      Jun 1990 - Apr 2002
      U.S. Army Engineer Officer

      Proudly served 12 years active duty with U.S. Army.

    • Billy Casper Golf

      Apr 2002 - Dec 2005
      Golf Course General Manager

      Pursued my passion...golf for a short time until I made the decision in 2005 to go into business for myself.

    • Liberty Tax

      Oct 2005 - now
      Owner

      Franchise owner of 6 offices in 4 cities: Winchester, VA, Strasburg, VA, Martinsburg, WV and Charles Town, WV.

    • I Know Medicare and Liberty Tax

      Oct 2006 - now
      Medicare Insurance Broker, Registered Social Security Analyst, and Franchise Owner - Liberty Tax

      Founder and owner of our specialty insurance agency that focuses on Medicare insurance; Helping clients choose the right Medicare insurance since 2016. I am diligent about meeting with each of my clients at least once a year to review their coverages. In 2023, I completed my certification and received the designation as a Registered Social Security Analyst (RSSA). I am passionate about continually learning more about Medicare and Social Security. My superpower is my ability to quickly analyze a client’s situation and identify the best coverage from the vast array of insurance carrier options I have available to choose from. I am always looking for new ways to help my clients save money on health care while providing great coverage at the same time.​ As an RSSA, I help his clients navigate the complicated Social Security system and maximize their benefits. Brian is owner of several other local businesses.Franchise owner of 4 Liberty Tax locations: Winchester, VA, Strasburg, VA, Martinsburg, WV, and Charles Town, WV. When you meet with Brian, you will likely be meeting at one of his Liberty Tax offices. He received is certification as an Enrolled Agent, EA, in 2017 and works with individual and small business tax clients.Founder and owner of On the Money Books, LLC, a bookkeeping business that helps small businesses in our area. Mortgage Loan Officer (MLO) with Rocket Pro Mortgage licensed in WV Show less

    • Self-employed

      Aug 2014 - now
      Insurance Broker

      Independent Insurance Broker - Expertise in Medicare Advantage, Medicare Supplements, and Prescription Drug Plans

    • Tax Debt Resolution Services of Winchester, VA LLC

      Jun 2020 - Sept 2022
      Owner

  • Licenses & Certifications

    • Insurance Agent (Health, Life, Property, Casualty)

      Licensed in Virginia and West Virginia

    • Enrolled Agent (EA)

      Internal Revenue Service
      Sept 2017