Bryan brings to Prism Financial Concepts over 15 years of financial services industry experience with particular focus in the areas of family and business financial planning. He works with our advisory team to provide a wide range of financial planning solutions based on the needs, goals and objectives of each client. He also assists clients by developing customized financial plans, creating asset allocations and performing retirement and insurance reviews.
Bryan has obtained the designation of Accredited Asset Management Specialist from the College of Financial Planning and holds an insurance license in the state of California. He is registered with the Securities and Exchange Commission and has passed the Series 7 and 66 exams. Bryan was recognized as a Five Star Wealth Manager in 2012 and 2013.
On a personal note, Bryan splits his time between Arizona and California, and he and his wife Heather enjoy spending time with their two Soft-coated Wheaten terriers, "Hunky" and "Dory."