My Profile | Network In Action
  • Basic Information

  • Company
    Edward Jones Investments
  • Phone
  • Mobile phone
  • Email
  • What is your "why"? Why do you do what you do?
    To show everyone they can achieve all if their financial dreams, regardless of income level or past decisions. My clients are my family and we are a team to make the impossible, possible
  • About me
    Growing up in a small, blue-collar community, I understood that my parents worked hard for everything we had. I also saw the impact my mother had as a nurse and caregiver. I knew I wanted to follow in their footsteps, working hard to change people’s lives for the better. I started as a pharmacist, but quickly realized I was doing what was best for my employers, not my patients. It took nearly a year of soul searching, but I realized that I needed a career that would allow me to pursue my own vision of how to truly help and make a difference in my community. I married my understanding of health, passion for service and knowledge of finance to become an Edward Jones financial advisor in 2017. In this role, I’m not working with people to improve their finances – I’m working with them to improve their lives.
  • Title
    Financial Advisor
  • Hobbies and interest
    Outside of the office, I love staying active doing home improvements, playing basketball, cooking and spending time with my Wheaten Terriers, Noah and Simba. I’m also incredibly passionate about giving back to my community through service with Durham Rotary, where I serve as Polio Committee chair; Summit Church Stewardship Committee; The Carying Place; The Animal Sanctuary and Citizens Climate Lobby.
  • Website
  • Contact Information

  • City / Town
  • Describe your perfect referral
    1) New grads anticipated making greater than 80,000/yr2) Healthcare Professionals3) Small Business Owners4) Individuals in their 40s/50s that need to solidify their retirement strategy
  • State
  • Zip
  • Country
    United States
  • Special offers to the group
    complimentary portfolio/expense reviews
  • Facebook Business Page URL
  • LinkedIn Profile
  • Education

  • College / University
    Ohio Northern University
  • Graduation Year
  • Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
    1) Would you benefit from a second set of eyes on your financial strategies?2) do you think you are getting the value deserved from what you are paying your advisor?3) Are yiu concerned with the current market and/or your investments?
  • Describe How You Would Like To Be Introduced Via Email
    Bryan is a financial advisor that creates personalized plans for any situation life through at you. He focuses on making sure he understands your goals and then creates plans to achieve them.