Certifications
Certified Investment Adviser Representative (IAR)
Passed the Series 65 Uniform Investment Adviser Law Examination
More About Bryan
Bryan is a Certified Investment Adviser Representative (IAR) and holds the Series 65 license. He supports the SLP Wealth team and clients with investment accounts, portfolio management, and ongoing planning needs.
His experience in retail and corporate leadership has helped shape a strong service-oriented approach that aligns with SLP Wealth’s commitment to putting clients’ interests first.
Bryan joined SLP Wealth in 2025 and is currently pursuing his bachelor’s degree.
Outside of work and school, Bryan enjoys playing pickleball, traveling, and staying active with his three dogs, Mikey, Ollie, and Lainey.
