Meet Your Team

After battling career burnout and a cancer diagnosis, Bryan learned that time truly is more valuable than money. And the true value of money is the freedom it can buy us.

When he started applying the principles he now teaches — smart investing, intentional planning, and values-based decision-making — he found a great sense of financial freedom. And now his mission is to help others find that feeling.

Nearly two decades in the investment industry has given Bryan a deep understanding of how large institutions invest to meet specific goals. He now uses those same principles to help everyday families hit their own life goals.

He spent more than a decade advising financial advisors at the major Wall Street wealth management firms — teaching them how to implement investment strategies with their clients.

Then he went on to directly advise clients at one of the largest Registered Investment Advisers in the world, where he managed just under 200 high-net-worth relationships, overseeing more than $200 million in assets.

And now he helps people like you — hardworking professionals who want to build wealth without sacrificing their lives to do it.

You work hard to earn your money — now let’s make it work for you.