MEET THE TEAM
Trader and Financial Advisor
While working as a freelance editor in the film industry in LA right out of high school, Bryan had an epiphany, “I realized I wanted to understand how money works. I knew nothing. So I decided to move back to New Mexico and study finance.” Bryan earned his BBA in Finance from the University of New Mexico and currently holds his Investment Adviser, series 65, license.
His over 5 years of experience in financial services has been guided by his understanding of the complexity of financial decision making, “For most, finance is boring- a necessary evil. I can relate to those concerns and I’m here to help others, especially those around my age, discover their own money solutions.”
As Head of Trading for a RIA firm he managed a $200 million investment advisory platform while performing an integral role servicing clients. Joining B$D, he manages account trading and allocations, working with all members of the firm to ensure accuracy and efficiency.
Bryan is also dedicated to helping families and business owners reach their goals using a full array of custom advisory and planning services. “I like meeting people and helping them understand the importance of not only saving money for the future but spending money wisely now.”
Bryan has won numerous bowling competitions throughout the Southwest and plays with a league in New Mexico. His love of speed has Bryan traveling to attend IMCA racing events during his off time. Having played for the All-State Soccer Team and the US Youth Soccer Regional Team in high school, you might find him on the soccer field coaching local youth teams.
BRYAN’S MONEY MISTAKE: Abusing credit card debt. Yes, going on vacation without having to pay for plane tickets is amazing but the unknown expenses once you get there can be disastrous!
BRYAN’S BETTER MONEY DECISION: Investing time and human capital in higher education and personal development despite the cost. College is worth it!
Better Money Decisions ADV / 844-507-0961
Better Money Decisions, LLC, may transact business only in states in which it is registered, or in which it is excluded or exempted from registration.
Better Money Decisions, LLC, is currently registered in the State of New Mexico.