Bryan is Executive Managing Director for Client Development and leads the team that helps bring new families to Mercer Advisors through community outreach and referrals, seminars and direct-to-consumer engagement. A career veteran of the firm, and one of its 450-plus employee-owners, he is passionate about introducing new families to Mercer Advisors and has personally helped more than 700 families become clients.
Since joining Mercer Advisors in 2004, Bryan has gained deep familiarity across the firm, holding roles as a corporate writer, quality control manager, personal admin to the chief executive, client service specialist, financial planner, wealth advisor, and regional vice president.
Bryan graduated from Northwestern University with a degree in art and a passion for Chicago sports. He fell in love with financial planning after going through the process himself with his fiancée — now wife — Sarah, and realized he wanted to make a career of helping people through the intricacies of their financial lives. He quickly earned his CERTIFIED FINANCIAL PLANNER™ certification. He also holds a FINRA Series 65 license. They now live in Santa Barbara with their three children.