Education

West Virginia University, Bachelor of Science, Finance and Marketing

License & Designations

Bryan holds the FINRA Series 7 and 66 securities registrations and various state insurance licenses.
CA Insurance License ID#4049097
Certified Financial Planner (CFP®)
Certified Divorce Financial Analyst (CDFA®)

Bryan is the Co-Founder & Director of Advanced Planning with Schod, DeGroff & Associates, a Lifetime Financial Growth Company (LFG). LFG is a regional privately held wealth management firm with offices in 7 states and 10 major metropolitan cities in the mid-central United States. The firm ranks among the top financial services firms in the country, with over 337 Financial professionals, serving more than 81,000 clients¹.

Bryan and his team have extensive experience educating and working with high-net-worth individuals, high wage earners, as well as small business owners. Areas of focus in personal financial planning include insurance and protection design, wealth management, retirement income optimization and efficient wealth transfer strategies. In the small business owner space, Bryan and his team specialize in designing and implementing qualified retirement plans/401(k), group benefits plans, and devising effective growth and transition planning for closely held and/or family-owned businesses. Through his experience in helping healthcare professionals, business owners, technology leaders, engineers and individual families across the country, he has found that his approach helps clients gain the insight and clarity that allows them to make well-informed financial decisions.
 
Bryan enjoys spending time with family and rescue dog, golfing, and boating.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #4049097, AR Insurance license #19180742. ¹Includes owners of in force life, disability income and long-term care insurance policies as well as all securities accounts.