Bio

Bryan is committed to maintaining the highest standards of integrity and professionalism when it comes to client relationships. His philosophy includes first getting to know you to understand your unique financial situation, and then providing you with the information, services, and solutions that will help best reach your goals. His business exists to educate, empower and equip you with the tools necessary to make an informed decision. He takes a wholistic approach to financial management by looking at the core 4 cornerstones of the industry: risk management, wealth management, tax management, and estate management. With more than 23 years of experience in the industry, Bryan is dedicated to developing lasting relationships with his clients and believes assessing financial goals and the management of your finances should be a collaborative process. This can help you to make more informed decisions and move forward in life with confidence. Bryan strives to provide objective, clear, customized strategies to serve as your roadmap to a more reliable financial future and is committed to helping you in whatever way he can. Bryan has received a Bachelor of Science Degree from the University of Nebraska and has continued his education at the Institute of Business and Finance. He currently holds a Series 6,7,63, & 65 securities license along with Life/Health/Variable Annuity insurance license in the State of Florida. Bryan grew up in a farm community outside of Lincoln NE. During his childhood he quickly learned the benefits of a hard work. After graduating college, Bryan was a senior-level manager for a railroad company. These years spent in senior management helped develop his skills as a facilitator, business finance officer, and customer-first perspective.