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 began feeling a greater sense of 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 working for several leading asset managers, consulting for financial advisors and wealth teams on portfolio construction and product implementation.

Then he went on to directly advise clients at Fisher Investments, where he managed relationships with hundreds of high-net-worth families, overseeing around $200 million in assets.

And now he helps people like you. Hardworking professionals who want to build and manage wealth, in a way that maximizes their quality of life.

Outside of work, Bryan coaches little league baseball and spends lots of time with his family. He’s also finding time to rediscover hobbies that bring him joy, like playing baseball and lifting weights.