Bryan began his investment industry career in 2013 and joined Stifel in 2015. With a personalized approach to finding appropriate financial strategies, Bryan works with clients to plan for their long-term goals. He truly wants to help clients make informed decisions about their finances. Bryan is responsible for designing, implementing, and periodically reviewing investment plans with clients. For his clients in the Stifel Solutions Program, an advisory services program, he manages their assets on a discretionary basis, using a highly personalized and research-driven investment approach.*
Bryan earned a B.A. in Spanish from Hanover College. He holds Series 7, 9 & 10, and 66 securities licenses, as well as life, health, and variable insurance licenses. He has also earned the CERTIFIED FINANCIAL PLANNER
TM certification, as well as the Master of Science in Personal Financial Planning, Chartered Retirement Planning Counselor
TM, Accredited Wealth Management Advisor
TM, Accredited Asset Management Specialist
TM, Accredited Investment Fiduciary®, and Master Planner Advanced Studies
TM designations.
Bryan was named to
Forbes’ Top Next-Gen Wealth Advisors Best-in-State list in 2024.
Active in his community, Bryan is a member of the local Rotaract Club of Evansville and on the board of trustees at Hanover College. He is the past president of the board of Ark Crisis Child Care Center and the Green River Kiwanis. Bryan is married to his wife, Victoria. They are the parents of two young children.
* The Solutions program requires a minimum investment, which varies by strategy. Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio. You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.
All written business communications will be in English.
Forbes’ Top Next-Gen Wealth Advisors Best-in-State rankings are based on the 12-month period ending March 31 of the year of publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see
www.stifel.info/award-disclosures.