BACKGROUND:

Bryan has been in the financial services industry since 2010. He focuses on offering strategies to individuals who are nearing retirement as well as those individuals who are wanting to learn more about tax efficiencies. Bryan values open communication within his work environment along with inclusivity to all. With these core values in mind, he focuses on having his clients be knowledgeable and comfortable every step of the way in the financial planning process. His approach to financial planning is one of mutual trust and respect, where there is emphasis placed on clear communication. His mission is to empower individuals to create, implement, and monitor a financial plan that fits their unique needs.

EDUCATION & CREDENTIALS:

Bryan is a CFA^® charterholder and a member of the CFA Society of New York. He holds his FINRA Series 6, 7, 63 and 66 securities registrations as well as his Life, Accident, Health & Variable Annuity Insurance Licenses. Bryan earned a Bachelor of Science in Business Administration from the University of Albany.

INTERESTS:

Bryan resides in Islip, New York with his fiancé and Blue Russian cat. Bryan's interests include golfing, camping, and surfing. He previously lived in California for five years where he enjoyed surfing. Bryan and his fiancé indulge in new restaurants and attending live sporting and music events.