Since 1997, Bryan has been providing financial knowledge, solutions, service & integrity. He holds a wealth management specialist (WMS) designation and thoughtfully designs personalized wealth strategies for select individuals to help manage risk, tax liability, and provide financial independence for their families. Bryan is an experienced speaker and has conducted seminars and events on financial related topics for numerous organizations and groups throughout the United States.
As an active member of the community, he serves on the board of the Scottsdale Area Chamber of Commerce and is a former President of the Arizona Chapter of the Trinity University Alumni Association. The US House of Representatives has honored Bryan with the Certificate of Special Congressional Recognition* for his contribution to the community. In addition, he has served as a volunteer youth coach for several baseball, softball and basketball teams.
Bryan earned his BS with concentrations in Finance & International Business from Trinity University. Bryan lives in Scottsdale with his wife, Rachel, and four children.
*This is not based in any way on the individual's abilities in regards to providing investment advice or management. It is not indicative of the advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Raymond James is not affiliated with the issuer of this award.
Raymond James is not affiliated with the above organizations and/or charitable causes.