Bryan serves a CPA at The America Group, or “an advisor's advisor.” He spends most of his time coaching other financial advisors. He provides hands-on coaching, meeting with the advisor and their clients in real life live interactions. He is a mentor with The Breakaway League, and received the Navigator Award in 2010 from Ohio National.
He graduated in 1976 with a Bachelor's Degree from University of Illinois. In 1997 he received his CPA, and in 1989 his Master's Degree (MBA) from the University of Illinois.
Bryan is passionate about applying the Internal Revenue Code in the most efficient way possible for clients in retirement. The Internal Revenue Code provisions do not require the filing of an income tax return during retirement if structured correctly.
He’s most proud of receiving The Navigator Award, since it is awarded based on an individual’s integrity. His favorite experience has been exploring different countries and people groups through worldwide travel, and he spends his free time interacting with his grandchildren. If Bryan could have dinner with anyone, he’d choose Jesus Christ because he would love to have a road to Emmaus experience to ask anything.