Meet Bryan, a seasoned financial professional who combines a behavioral and holistic approach to long-term planning and wealth management. Bryan is passionate about empowering clients to make the most of their money, enabling them to live with dignity, pursue their dreams, achieve their goals, and find happiness. His client-centric philosophy emphasizes building genuine relationships and understanding each individual’s unique needs and aspirations. By creating personalized financial roadmaps, Bryan helps his clients envision and afford the life they desire while minimizing financial stress along the way.
To further enhance his expertise, Bryan earned the Accredited Asset Management Specialist™ (AAMS™) designation in 2021 and the Wealth Management Certified Professional® (WMCP®) designation in 2024. He is also a graduate of Indiana University – Bloomington, where he earned a Bachelor of Arts in Communication & Culture.
An avid reader, Bryan stays ahead of financial trends by consuming a wide range of finance and economics books and podcasts, including favorites A Random Walk Down Wall Street, Naked Economics, The Psychology of Money, and The Human Side of Money. His curiosity extends beyond finance into other nonfiction genres, such as psychology, history, and social sciences, with favorites including Dare to Lead, Sapiens, and Designing Your Life.
Before joining Deerfield, Bryan gained valuable experience in personal finance through roles at Foresters Financial, J.P. Morgan Chase, and WealthPoint Advisors. His dual perspective as both a banker and advisor provides him with a well-rounded understanding of financial planning and investing.
Outside of work, Bryan is a fantasy and sci-fi fan, with authors like Brandon Sanderson, Pierce Brown, and V.E. Schwab among his favorites. A pickleball enthusiast, he can often be found playing at parks on the northside of Indianapolis or The Picklr. He’s also a dedicated fan of the Indiana Pacers, Indianapolis Colts, Indiana Fever, and Indiana Hoosiers. When he’s not discussing finance or enjoying sports, Bryan loves spending time with friends.
