With more than 30 years of industry and financial services experience, Bryan has influenced over 30,000 participants and $1B in plan assets. Throughout his career, he has helped plan sponsors create successful retirement programs for their employees by establishing best practices to ensure responsible plan governance while at the same time helping participant outcomes. Prior to joining Atlanta Retirement Partners in 2016, Bryan served as the Senior Sales Representative of Retirement Services for the Atlanta Region at the Principal Financial Group.
Bryan advises retirement plans for public and private organizations in the qualified plan marketplace. His work includes plan sponsor services as well as working with the plan participants towards a successful retirement outcome.
Bryan earned his Bachelor of Business Administration degree in Business from the Tippie College of Business at The University of Iowa. In addition, he has earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) which signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. Bryan holds the Series 6, 7, and 63 securities registrations with LPL Financial and the Series 66 securities registrations with IFG Advisory, LLC. and is Georgia Life, Accident & Sickness, and Variable Products licensed.