Co-Founder & Director of Advanced Planning

203-577-8693 bryan.schod@sdastrategies.com

Bryan & Jon – A New Chapter in Collaborative Financial Planning

After years of working independently in financial services, Bryan and Jon recognized the opportunity to better serve their clients by joining forces. With complementary backgrounds and a shared commitment to thoughtful, personalized planning, they formed a new team dedicated to helping individuals and families make well-structured financial decisions.

Jon brings deep experience in cash flow management, insurance strategies and foundational risk management. His focus has always been on protecting what matters most, providing clients with confidence in their financial security.

Bryan, a Financial Advisor with a Certified Financial Planner™ and Certified Divorce Financial Analyst® designations, specializes in investment, retirement, and tax-aware planning strategies. He helps clients organize their financial lives, create clarity, and make informed choices for the future.

Together, they offer a more integrated, team-based approach—one that views financial decisions not in silos, but as part of a broader, coordinated strategy.

Whether you’re building wealth, protecting it, or preparing to transition it, Bryan and Jon are here to guide you through life’s important financial moments with clarity, care, and professional insight.

Let’s start the conversation.
Click below to schedule a call and learn how our team can support your goals.