Our Team

Bryan brings more than three decades of financial services experience to his work with individuals, families, business owners, and retirement plan sponsors. Since beginning his career in 1993, he has built deep expertise across banking, retirement plan services, and institutional 401(k) consulting, including nearly 30 years with one of the nation’s top retirement plan providers.

Throughout his career, Bryan has been guided by a simple belief: financial advice is most meaningful when it is built on trust, long-term relationships, and a clear understanding of each client’s goals. His experience working with individuals, families and organizations gives him broad perspective on the challenges each faces, to help them make confident financial decisions.

Bryan earned a Bachelor of Science degree in Finance from Towson University. He holds several securities licenses, including Series 24, 7, 6, and 63, as well as Life & Health Insurance and Variable Annuities licenses.

Bryan lives in Reisterstown, Maryland with his wife, their three children, and their Labrador retriever. Outside of work, he enjoys spending time with family, being outdoors, lacrosse, golf, cooking, history, and family vacations to tropical islands and beaches. Bryan’s personal commitment to family and community shapes the way he serves clients with patience and a focus on helping them build a secure future for the people and priorities that matter most.