Meet Bryan


[email protected]

Bryan has over thirty-four years of experience in the financial services industry and began his career in product sales. His experiences working with thousands of financial advisors over the years led to him developing a passion for Practice Management. His main area of interest is helping firms become better at what they do and improving their processes and practices so that they can better serve their clients.

Bryan grew up in Englewood, Colorado where he studied Physical Education at Metropolitan State College. After graduation, he went directly into the financial services industry and has enjoyed every aspect of his professional career. His career has allowed him to live in beautiful places like Colorado, California, Rhode Island, and Michigan.

He currently lives in Novi with his wife, Julie and two of their three children and they have a golden retriever named Allie. When he is not working, he enjoys family time, travel, and soccer and is an official for both High School and Club level teams.


Request an Appointment

Let's have a complimentary initial consultation to get to know each other and see how we could work together to move you closer to your goals. It all starts with a conversation. Let's Talk.

Current clients please email [email protected] for assistance.