Bryan is co-founder of Capstone Wealth Management Group, LLC and has worked in the financial planning and services industry since 1997. He earned his Bachelor of Science Degree with a major in Finance at The Pennsylvania State University prior to entering into the industry. Since 2012, Bryan has held the CERTIFIED FINANCIAL PLANNER™ designation and also obtained the Accredited Portfolio Management Advisor designation in 2014. Bryan is an independent Registered Investment Advisor, is FINRA licensed Series 7, 24, 63, and 65 which are held with LPL Financial, and is insurance licensed.
Bryan specializes in financial planning providing clients with a vast array of services including investment and retirement planning, estate planning, planning for education, as well as insurance and income tax planning. Bryan also advises business owners, providing advice with regard to retirement plans and business succession.
When he is not working, Bryan enjoys golf, running, weight training, skiing, hunting, fishing, and camping. Bryan lives in Roaring Brook Township, PA with his wife, McKenzie, and daughters Viola, Nellie, and Isabel Victoria.