Bryan manages the financial planning process by organizing client’s information to develop personalized engagement proposals, which ultimately leads to a comprehensive financial plan, outlining a blueprint of solutions. As a member of our investment committee, Bryan is responsible for researching various investments and assists in the oversight of our client’s portfolios.
Bryan has been with Lincoln Financial Advisors since 2013. He began as an intern, and advanced on to become a member of the advisor development program with the Retirement Plan Services division of Lincoln Financial Group. Bryan then joined Wealth by Design as a Financial Planning Manager in April 2016.
Bryan graduated from Temple University with his Bachelors of Business Administration in Finance and a minor in Economics. During his time at Temple, Bryan was the President and Director of Portfolio Management for Temple’s student managed investment fund, the William C. Dunkelberg Owl Fund, which manages a portion of the Temple University Endowment.
He holds the FINRA Series 7, 63, and 65 registrations, along with the NJ Life & Health Insurance license. He is also a CERTIFIED FINANCIAL PLANNER TM professional.
Within the industry, Bryan is a member of the Financial Planning Association’s NexGen group as well as Lincoln Financial Advisor’s Millennial Planning Board. Outside of the industry, he is a member of the Oktoberfest planning board at his church, Saints Peter and Paul in Hoboken, NJ, as well as a volunteer teacher with Operation HOPE, an organization that helps students around the Northern New Jersey and New York City Areas learn about personal finance. Bryan loves skiing, watching his Philadelphia sports teams, and cooking.