Bryan has helped individuals, families, business owners and Fortune 1000 employees achieve their financial goals since 2014. He is currently a Financial Planner at Falcon Wealth Planning creating customized financial plans that include tax saving strategies and investment recommendations.
Prior to joining Falcon Wealth Planning, Bryan worked at Goldman Sachs Ayco and Warren Street Wealth Advisors. Bryan has extensive experience helping clients sort through employee benefits and tying them into their overall financial plan. He also worked for half a decade with widows/widowers on settling estates, managing tax filings, Social Security claims, retirement distributions and life insurance payouts. Bryan has also helped business owners with tax planning, and coordinating between their accountant, bookkeeper, payroll and attorneys. He has advised clients on how to properly invest for their goals while monitoring for risk tolerance and tax efficiency.
Bryan lives in Albany, New York with his wife Val and their two young children Maggie and Sam. He enjoys singing, playing the bass and ukulele, talking with neighbors during his daily walk, having fun in his cornhole/kickball league and cheering for the Las Vegas Raiders. You can also find Bryan traveling the country exploring the National Parks, sitting by a campfire in the Adirondack Mountains, fishing at the Salmon River in Pulaski, New York and visiting family in the Finger Lakes region.
