As a Financial Professional at Ivy Wealth Management, Bryan helps his clients by having a clear understanding of their financial goals, developing a well-defined plan to help them achieve those goals, and providing ongoing advice and guidance to navigate the ever-changing financial markets as their lifetime objectives change.
Bryan has built his practice working with individuals, families, and businesses owners. He prides himself on building long-term relationships by taking a compassionate and understanding approach, which allows him to truly get to know his clients. By leveraging the team of experts around him, Bryan works with his clients to create strategies that reflect their unique goals and dreams, while helping alleviate the stress and anxiety that often surrounds finance.
As a resident of Richmond, RI, Bryan is an active member in his community and currently serves as the town’s Chair for the Economic Development Committee. In his free time, Bryan loves spending time with his wife and two children, playing golf, and practicing martial arts.