Bryan began his career as a financial advisor in 2004. He specializes in generational wealth planning for affluent families, retirees, business owners, and professionals such as doctors, attorneys, accountants, and executives. Bryan utilizes a holistic approach to advising his clients, which is important as they want to ensure that all aspects of their financial plan are accounted for and addressed properly. 

“Building a trusted business and personal relationship with my clients, while at the same time, ensuring our strategies are well executed through intentional thought-out planning is paramount. Seeing that this helps my clients to succeed during all stages of life, is more rewarding than words can describe,” Bryan says.

Bryan collaborates with each client relationship with an understanding that every financial situation is different and fluid. Because of this, Bryan creates customized strategies for each client to help ensure their desired outcome and legacy plan can be attained.

Bryan always leads with planning. “Of course, we all want the highest return with little to no risk. However, through utilizing my extensive planning tools to drill down what is the most important to my clients, and what goals are to be achieved, we can help them maximize their probability of success.” Bryan states.

“It’s hard to believe I have been a wealth advisor for nearly 2 decades. Through helping clients navigate several bear and bull markets, one thing remains constant. That is my desire to always put my client’s best interest first while building meaningful, lifelong relationships both professionally and personally. Over time, many of my clients have become family to me. It’s very rewarding when I advise my clients who then introduce me to their children and even grandchildren,” says Bryan.

Bryan’s career has been weaved throughout several firms including Merrill Lynch, Wells Fargo Private Bank, Edward Jones and now Raymond James Financial Services. “This industry has given me great mentors throughout my journey of finding my own path that ultimately led me to SilverTree Wealth Partners. Growing is something we all need to continuously master our craft. I am thankful for all the years of experiences and leadership roles that have helped me grow and allowed myself the opportunity to be a partner with such a respectable firm” Bryan proclaims.

Active in the community, Bryan volunteers at his local church, Illuminate, his daughters’ school, Scottsdale Christian Academy and for other local causes.

Bryan lives in Scottsdale with his wife, Shay, and two amazing daughters Piper and Harlow. As a former collegiate golfer, Bryan spends his free time on the course and is a member at Pinnacle Peak Country Club. He loves to travel with his amazing family, play the piano, draw, attending his church, spend time with incredible friends, attend wine tastings, or kick back and watch a great movie.