TITLE
EXECUTIVE BENEFIT & ESTATE PLAN CONSULTANT
SPECIALTY
BUSINESS, ESTATE, EXECUTIVE COMPENSATION AND PERSONAL INSURANCE
JOINED HOWELL
1994
PROFILE
Bryan is responsible for providing financial services to corporate and individual clients. He began his career in the insurance/financial services industry in 1977. Bryan has earned the Chartered Life Underwriter (CLU) designation, the Chartered Financial Consultant (ChFC) designation, the Chartered Property and Casualty Underwriter (CPCU) designation, and holds a Master of Science Degree in Financial Services (MSFS), with a specialization in Estate Planning and Taxation.
He is past President of the Northeast PA Chapter, Society of Financial Services Professionals, The Estate Planning Council of Northeastern PA, and the Northeast PA Chapter, Society of Chartered Property and Casualty Underwriters.
Bryan is a registered representative of Cambridge Investment Research, Inc., and he is an investment advisor representative of Cambridge Investment Research Advisors, Inc.