Bryan specializes in the research and implementation of the team’s portfolio recommendations. Helping our clients maximize the tax efficiency of their investments strategies while coordinating both risk management and fee efficiency.
Bryan currently holds his Series 65 securities license and is an Investment Advisor Representative through FSA Advisors. Bryan also maintains his Life, Property and Casualty insurance licenses in the State of Michigan.
Bryan enjoys spending time with his wife Beth and their 3 children. Playing golf and enjoying many outdoor activities in Northern Michigan are how Bryan enjoys spending his time away from work.