Managing Director, Partner
Bryan serves as a Managing Director with Creative Planning working directly with clients to understand their needs and concerns in order to develop and implement customized financial planning strategies. This tailored approach covers wealth management issues in the areas of investment, tax, estate planning, retirement, and charitable planning.
Since 2003, Bryan has assisted clients with various aspects of financial planning, most recently working at Fidelity Investments. At his prior employer, Bryan served as Vice President, Senior Account Executive and was elected as a member of the company’s North Central Leadership team.
Bryan graduated from the Lubar School of Business at the University of Wisconsin – Milwaukee with a Bachelor of Science degree in Marketing.
Bryan and his wife Ali have two sons, Steve and Joe. In his spare time, He enjoys camping, skiing, playing guitar and spending time with his family and friends. Bryan has also been an active participant in the Angel Tree program through his local Parish since 2005.
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