COO, CCO, UVWA
Branch Manager, RJFS
Bryan is a seasoned professional with 25+ years of experience in the financial services industry. In his multiple roles, he brings a wealth of knowledge and expertise to our organization. Bryan is deeply passionate about the challenges and intricacies of the financial markets, finding immense satisfaction in the day-to-day operations of a financial services business. His unwavering commitment to delivering the highest level of service to our staff and clients sets him apart. He holds the series 7,24,63,66 FINRA licenses as well as the CRPC ® Chartered Retirement Planning Counselor and CSRIC™ Chartered SRI Counselor certifications. He is also licensed by the State of Florida Department of Insurance for Life, Variable Annuity and Health insurance.
After graduating from Florida State University with a degree in Physics, Bryan’s thirst for knowledge has never ceased. He remains a curious and dedicated lifelong learner, constantly staying informed about the latest industry trends and developments.
Bryan’s diverse background reflects his upbringing in a military family, having lived in various locations across the United States and Germany. However, his roots firmly took hold in Florida after college, and he has proudly called Southwest Florida his home since 2002.
Beyond his professional achievements, Bryan actively engages in community service and fosters a love for sports. For many years, he has dedicated his time to coaching competitive youth soccer, nurturing young talent on and off the field. Additionally, Bryan has served as a valued board member of the Southwest Florida YMCA. Outside of work, you can find him engaging in various activities with his beloved family and friends, including golf, biking, walking, running, soccer, and swimming. His wife Rhonda and children Landen and Mckenna are his constant companions in these adventures.
Check the background of this investment professional on FINRA’s BrokerCheck