Bryan serves as a Wealth Advisor/Financial Planner at Carnegie. He is a CERTIFIED FINANCIAL PLANNER™ practitioner who handles relationships for select clients. His role is to coordinate and provide financial planning advice such as retirement planning, cash flow analysis, tax planning, education funding, and estate planning. Working in tandem with a Carnegie Portfolio Manager, he is able to provide comprehensive wealth management solutions for clients. Bryan has extensive industry experience, having worked at Wells Fargo Advisors and Charles Schwab’s Private Client Group. Bryan’s childhood was spent in Medina, Ohio, a nearby suburb of Cleveland. He attended The Ohio State University, earning degrees in Finance and Economics. Bryan currently lives on the east side of Cleveland with his wife Alyse.
Carnegie Investment Counsel is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Neither the information nor any opinion expressed is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. For more information please visit our full disclosures page.