“Helping people achieve a better quality of life through effective financial planning is my greatest reward.”
Bryan helps guide young professionals and baby boomers to achieve their financial goals. His range of expertise allows him to address needs of new parents seeking to realign their finances, assist divorced individuals presented with an unforeseen fork in the road, and help those seeking to accrue a dependable retirement nest egg. Bryan prides himself on being a good listener, getting to know clients, and learning about what is important to them.
Bryan earned a Bachelor of Science degree in industrial and systems engineering with a minor in mathematics at State University of New York at Binghamton.
Bryan has served on the board of the Financial Planning Association and continues to be actively involved in the national organization. He is also a member of the Plainview-Old Bethpage Chamber of Commerce, for which he has served as a Vice President and board member.
In addition to taking the lead with clients, Bryan enjoys taking the lead on the ballroom dance floor. Partnering outdoors, he can be spotted engaging in a fast-paced game of doubles on the tennis court. He resides on the east side of midtown Manhattan.
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