Bryan started in the financial services industry in Colorado in 2004. Bryan spent the first 19 years of his career working with financial advisors throughout the four corners region. During this time, he was focused on providing guaranteed retirement income and helped protect over $1.4B of retirement assets. After seeing the best (and worst) practices amongst advisors, Bryan was eager to start working with clients directly. He joined Pete in 2023 to realize that vision.
Bryan likes to work with humble, down to earth people, who live within their means and know they have much better things to spend their time on than worrying about their finances. He enjoys helping people create confidence and free up their time through the planning process.
Bryan graduated from the University of Notre Dame with degrees in Finance and the Great Books of Western Civilization.
Bryan and his wife Amy have been married for 16 years and have 4 children. On the rare occasion that they aren’t driving kids to activities scattered across the state, they enjoy hiking, skiing and mountain biking.
Bryan holds his Series 6, 7, 63, and 66 Securities Licenses.