Bryan joined the firm in 2014 and is currently in the role of Wealth Advisor. In this position, he assists individuals across a comprehensive spectrum of wealth management including investment and retirement planning, tax planning, estate planning, insurance planning, cash flow analysis, and education savings. Bryan seeks to find tailor-made solutions to address each unique client situation, so that the client can focus on what is important to them, while ensuring they have a plan in place to achieve their goals and objectives. In addition to his role as Wealth Advisor, Bryan also co-leads the firm’s Summer Intern program and is actively involved in the hiring and training process for new financial planners at the firm.

Prior to joining the team, Bryan held several positions at ING Direct/Capital One (Call Center Operations Management, Market Risk and Credit Risk Manager) after starting his career at Vanguard in 2004 in high-net-worth and advisory services.

Bryan received his Bachelor degree in Business Management, with a minor in Economics, at Bucknell University in 2003 and his Master of Business Administration, with a focus in Finance, at the Villanova University School of Business in 2011.

Bryan and his wife, Michele, reside in Phoenixville, PA with their daughters, Madelyn and Olivia.

CERTIFICATIONS/LICENSES:

•            Certified Financial Planner (CFP®)

•            Six Sigma Certification (CSSC) Certified Lean Six Sigma Green Belt

 

PROFESSIONAL ORGANIZATION AFFILIATIONS:

•            Financial Planning Association

•            American Bankers Association

•            Chester County Estate Planning Council

•            Habitat for Humanity Volunteer

•            Phoenixville Area School District Community Budget Advisory Committee