As an Investment Advisor Representative (IAR), Bryan is passionate about serving people. He has an extensive background of building relationships and helping to improve the lives of the clients he serves. He has also enjoyed many years of educating, coaching and mentoring countless other financial advisors.
As a lifelong learner, Bryan holds a Bachelor of Science degree from Purdue University, and a Master’s degree from Butler University. He has also earned professional designations including CLU® (Chartered Life Underwriter) and RICP® Retirement Income Certified Professional from the American College.
Bryan enjoys spending time with his family: his wife, Debbie; Daughter, Erin, son-in-law Mark, and grandson Henry; and his son Andrew, a Naval Officer serving as a Nuclear Engineer on the USS Kentucky. Bryan also enjoys giving his time in volunteer work in the community.