Senior PIM Portfolio Manager
As a Former Trust Advisor and Trust Auditor, he developed several specializations including:
– Investment Planning for High Net Worth families
– Inter-generational wealth transfer strategies
-Corporate Executive compensation plans
– Alternative Investments
Away from the office
Bryan and his wife Molly have three wonderful children, Maggie, Jimmy, & Rory; all of who are involved in multiple extracurricular & sporting activities throughout the year.
Bryan enjoys golf, running and being out in the great Colorado outdoors.
Bryan’s goal is to improve our client’s quality of life. Through comprehensive planning strategies, and an emphasis on strong relationships, Bryan strives to provide the best possible service to our clients.
Background and experience
Bryan has over 30 years of experience in the financial services industry. He received his B.S. in Accounting from Marquette University in Milwaukee, WI, and holds several FINRA registrations including Series 7, 24, 31, 63 and 65; he is also Life and Health insurance licensed.
Bryan is a registered Financial Advisor in the following states: AK, AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, IL, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.
CA Insurance License Number: 0G79488. Resident State: [CO]