Phone: (484) 351-2138
Bryan joined Legacy Planning Partners in August of 2007 bringing over 10 years of financial advisory experience with him. As an advisor to his clients, Bryan’s mission is to help protect and enhance wealth, empower family values, and help his clients achieve their goals. Bryan believes that each client’s goals are as distinctive as fingerprints; no two are alike. Their financial plan should be equally as unique.
Prior to joining Legacy in 2007, Bryan spent over 7 years as a Senior Investment Manager within Vanguard’s Asset Management Group. He has the ability to consult on a variety of financial items including insurance, investments, estate and retirement planning.
Bryan holds his Bachelor of Science in Business Administration from Shippensburg University where he majored in Finance. He is a CERTIFIEDFINANCIALPLANNER™ professional and has earned his Accredited Investment Fiduciary®, Chartered Financial Consultant® and Chartered Life Underwriter® designations.
Bryan has lived in the Chester County area for over 25 years and currently resides in Chester Springs, Pennsylvania with his wife, son and daughter. He enjoys spending time with his family, volunteering, coaching, traveling and playing golf.
Bryan is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Member FINRA/SIPC. A securities dealer and registered investment advisor. Legacy Planning Partners is independently owned and operated. DOFU 2/2017 TN1701690. Separate from the financial plan and an advisor’s role as financial planner, an advisor may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and clients are under no obligation to follow them. The CLU® and ChFC® marks are the property of the American College, which reserves sole rights in its use, and is used by permission