A CERTIFIED FINANCIAL PLANNERTM, Bryan focuses on helping clients pursue their goals. By listening to each client and understanding how he can provide value, Bryan's experience and distinct personal service help families and businesses on the path to accomplishing their goals.
Bryan graduated from Saint Louis University with degrees in Finance and Accounting. He has nearly two decades of experience in the financial services industry. His tenure as a CFP® is bolstered by experience as an auditor with a Big Four public accounting firm.
Bryan holds the highly respected CERTIFIED FINANCIAL PLANNERTM certification, as well as a retirement planning and 401(k) plan designations, the Professional Plan ConsultantTM and Certified Plan Fiduciary AdvisorTM. These distinctions require ongoing continuing education, financial planning experience and integrity and underscore Bryan's commitment to continued improvement and excellence. To earn the CFP®, Bryan completed courses through the American College in Bryn Mawr, Pennsylvania, including courses on Financial Planning, Investments, Retirement, Estate Planning, Taxation and Insurance.
Bryan and his wife, Kirsten, live in Prairie Village, KS and delight in spending time with their children Elizabeth, Kathleen, Tommy, Molly and Cecilia. An Eagle Scout, Bryan and his family proudly provide community service to the Scouting programs, the Catholic Church and several other organizations.