Regional Vice President
Bryan has been helping individuals, families, and institutions achieve their financial goals since 2004. Following his graduation from Northwestern University, Bryan fell in love with financial planning after going through the process with his wife, Sarah. He quickly earned his CFP® designation and began pursuing his passion – helping people navigate the intricacies of their financial lives. Bryan currently lives in Orange County, California with his wife and three young children. He holds the FINRA Series 65 license.