Bryan began his career as a financial advisor and planner in 2009. Before working as an advisor, he worked as an insurance broker with banks and with other financial services companies, including Scott Trade and MetLife. He earned his Bachelor’s Degree from the University of Wisconsin- Green Bay with a focus in Business Administration and Economics. The majority of his career has been working with teachers across school districts in the Milwaukee area and their families. He joined the Meridian team as a partner at the beginning of 2023 and has enjoyed working with the partners to learn and develop his own personal practice.
His goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client. His investment philosophy involves using a variety of products and strategies to fit each client as every client is unique; however, his primary focus is in wealth management financial planning.
Bryan has been a Kenosha resident for over 20 years. He enjoys spending time with his wife, Krista, and their 6 children; Isabella, Jaydon, Olivia, Jolee, Kaleb, and Aralynne. As a family, they try to do one thing each year that is a new challenge and have fun together. In his free time, he enjoys golf and other outdoor activities.
Leaders conference qualifier 2015,2016,2021
RICP designation from the American College
CLTC designation from the CLTC program