Bryan has been in the financial services industry for over 10 years. He has a special affinity for financial planning in the areas of asset management, buy-sell funding strategies, qualified and non-Qualified retirement plans, retention strategies for key employees and working with clients who are just starting out in business. He spends much of his time working with business owners in the manufacturing industry.
Bryan holds a bachelors degree from the University of Wisconsin-La Crosse in economics and business management. Professionally he has earned the designations of Chartered Financial Consultant (ChFC) from the American College and the Accredited Estate Planner designation, AEP, from the National Association of Estate Planners & Councils(NAEPC). He is currently pursuing his masters degree in financial services through the American College.
In 2012 and 2013, Bryan was honored as one of the Five Star-Best in Client Satisfaction Wealth Managers* that is published in the Minneapolis/St. Paul and Twin Cities Business Magazines. Bryan was also awarded the Mentorship award in 2011 and 2012 and Associate of the Year award from his previous firm.
Bryan and his wife Erica reside in Farmington with their two children, Kayley, Brady and two dogs. Bryan is a member of the Central MN Manufacturing Association and Tri-State Manufacturers Association. Professionally he is a member of the Minneapolis Estate Planning Council.
In his spare time, Bryan enjoys fishing, hunting sports and watching the Green Bay Packers.
*To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party ranking and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to http://www.fivestarprofessional.com