Bryan takes great pride in proclaiming his bona fide native status in the yellow rose state of Texas. After receiving his BS degree in Business Management from Brigham Young University, he returned to Texas in 2018 to pursue a financial position with Lockton Retirement Services where he focused on company-sponsored retirement plans, namely 401(k)s and 457s. This role cemented his passion for working with numbers, and inspired his quest to make the data purposeful by bringing better choices and enhanced results for clients.
Bryan relocated his family to the Pacific Northwest in mid-2020 with the pursuit of helping couples and individuals realize their hopes and dreams in their post-career life. He appreciates the opportunity to work closely with clients to help them identify their biggest fears, and then assist in the process of building their plan that can allow them to transition smoothly and enjoy their retirement with confidence.
When outside the office, you will find him touting his true-blue, red-blooded state-of-mind, which showcases his creative and ever-evolving perspective on life. His hobbies include spending quality time with his wife and daughter, exploring new hiking trails, planning his next kayak adventure, and chewing through the newest fantasy/science fiction novels on his Kindle.
