Bryan's financial practice focuses on individuals and families. He divides his time between our Sunrise and Naples locations. Bryan manages our Naples office. Bryan has extensive experience working with Florida Retirement System public sector employees.
Bryan excels at helping clients understand the decisions they face at every financial stage of life. His experience and calm demeanor help them relax as Bryan explains their options. Big problems become manageable and clients gain a sense of confidence. It's not difficult to successfully navigate a financial path toward your goal when you have a leader who's done so time and again. Bryan does that.
Bryan is a graduate of Saint Thomas University in Miami with a degree in International Business. He became a Registered Representative in 2010. He focuses on retirement and pension plans. Bryan is fluent in both English and Spanish.