Partner
Senior PIM Portfolio Manager
Focus
Bryan’s goal is to convert clients’ unhealthy relationships with money into living lives of significance. Walking alongside clients through all phases of life has taught him powerful perspectives that he imparts to help clients focus on the gifts of life.
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, 63 and 65; he is also Life and Health insurance licensed.
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 Planning
- Alternative Investments
- Charitable Planning
Away from the office
Bryan and Molly enjoy the great gifts that Louisville and Colorado provide. Both enjoy the tight sense of community that our small town provides and are likely to be spotted enjoying many local restaurants.
Aside from spending time with Molly and their three grown kids, Maggie, Jimmy and Rory, Bryan’s individual passions include golf, running, and reading. Three words guide his life: curiosity, courage, and community.
CA Insurance License Number: 0G79488. Residence State CO.