Bryan began his financial services career in 2004 as a residential mortgage officer. In 2009, he joined a large national bank as a wealth management banker. Consistently helping clients – ranging from first-time homebuyers to high-net-worth individuals – has provided Bryan a diverse knowledge of custom strategies while providing his clients with an individually tailored approach. His commitment to his clients is the same no matter their background or need. Bryan always gives his best service and commitment to help them pursue their goals.
Bryan became an independent financial consultant for Raymond James, in 2023. Bryan holds the Series 7 and 66 securities registrations, as well as Wisconsin health and life insurance licenses.
Bryan was born and raised in Indiana, moving to Mequon, Wisconsin, in 1990. After graduating from Homestead High School, Bryan attended the University of Wisconsin-Whitewater where he graduated with a BS in psychology and marketing.
As an adventure enthusiast, Bryan enjoys CrossFit, snowboarding, boating, golf, and spending time watching his kid’s sports.