Byron serves as a Managing Director with Creative Planning, and also serves on the firm’s Investment Committee. Utilizing a disciplined approach, he works with clients to develop, implement, and monitor comprehensive strategies to meet their most complex goals and needs. This comprehensive approach addresses wealth management issues in the areas of retirement planning, investment management, tax, estate, business succession, corporate stock options, insurance, education and charitable planning. Byron will work with you personally to understand your needs and provide you with a customized plan to achieve your goals.
Byron has been serving clients in the investment industry since 1995. He joined Creative Planning because of its commitment to holistic and comprehensive problem solving and its track record as one of the fastest growing private wealth management firms in the country. Prior to joining Creative Planning, Byron was a Vice President-Financial Consultant for a major national financial services company. At his prior employer, he was chosen to be part of a select group that launched the company’s Private Client program providing fee-based investment advisory and planning services.
Byron graduated from Bucknell University with a degree in Economics and Political Science. He studied financial planning at the College for Financial Planning and earned the Certified Financial Planner™ designation. Byron has been recognized as a Top Wealth Manager in Philadelphia Magazine and New Jersey Monthly magazine.
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