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
Beyond my professional work, I’m proud to serve on the Board of the Ronald McDonald House, where I support families during some of their most challenging times.
Whether you’re preparing for retirement, building generational wealth, or protecting what matters most, I’m here to help you move forward with clarity and confidence.
A BRIEF HISTORY
As a CERTIFIED FINANCIAL PLANNER™, I specialize in helping individuals, families, and small business owners navigate the complexities of retirement planning, investment management, and insurance strategies. With almost 30 years of experience in financial services, I bring a comprehensive, client-centered approach to wealth planning—one that blends personalized service with the strategic insights I gained during my 15 years on Wall Street.
My career began in institutional equity investing, where I advised portfolio managers at major investment firms on public equities. In 2012, I pivoted to personal financial planning, driven by a desire to make a more direct impact in people’s lives. Today at Omni 360 Advisors LLC, I work closely with clients to develop customized financial roadmaps that align with their values, goals, and long-term vision for success.
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.
