Client Services Specialist
Bryan graduated from DePaul University in 2021 with a bachelor's degree in finance. He came to the TriWealth team in January of 2022 as a client services specialist and is currently studying to become a financial advisor himself. He chose this career path because he has always had a strong desire to help others. While exploring career options in college, he spoke to an advisor, and realized that one of the most important services he could provide was the ability to guide people toward their financial goals. He feels that joining the TriWealth team has given him the opportunity to learn from some of the best in the business and get one step closer to realizing his goals.
Born and raised in Chicago, Bryan currently resides in the Oriole Park neighborhood. When he’s off work, he spends most of his time with friends and family, enjoying his hobbies, and relaxing on the couch with his pet bird, Bert.
At TriWealth Partners we spend our days focused on the “what ifs” scenarios of the lives for our clients. Here are some “what if” scenarios of our own:
What if you had the day off to do anything you wanted? What would you do?
Catch a double header at Wrigley.
What if you had the job you wanted when you were 5 years old? What would you be doing?
What if you had to describe yourself in three words?
Collected, patient, analytical.