Financial Planning Team
Senior Financial Advisor
FINANCIAL PLANNING ASSISTANCE INVESTMENT OVERSIGHT SERVICE RETIREMENT PLANNING & IRA PLANNING RISK MANAGEMENT SERVICES TAX REDUCTION PLANNING ESG InvestingABOUT BRYAN
As a CERTIFIED FINANCIAL PLANNER™ Bryan specializes in retirement planning, investment management and insurance planning. He utilizes a comprehensive planning approach working closely with his clients in designing a financial plan individualized to their specific goals while leveraging his Wall Street experience in helping them accumulate wealth. Bryan sits on the Board of the Ronald McDonald House.
Bryan graduated from the University of Delaware earning a B.S. in Business Administration with a Finance Concentration. He lives in West Windsor, NJ with his wife and 2 daughters. When not backstage working one of his daughters’ many shows, Bryan enjoys living an active lifestyle playing basketball and obstacle course racing.
A BRIEF HISTORY
Bryan brings over 20 years of financial services experience to the Omni 360 Advisors LLC. Upon graduation he joined Wall Street where he spent 15 years in institutional equity investing. There he worked closely with portfolio managers at major institutions helping them invest in publicly traded companies. In 2012, Bryan joined Northwestern Mutual shifting his focus to helping families and small business owners.
LATEST REELS
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Bryan is engaged, or continues to be engaged, to provide investment advisory services.
