Bryan joined Lumsden & McCormick Financial Services in 2012 with over 15 years of experience in investment services. Bryan delivers custom, holistic solutions that fit an individual’s entire financial situation, understanding the importance of cash flow, the role of taxes, wealth preservation, and how legacy building and overall wealth goals factor into the creation of a comprehensive wealth plan.
Canisius College, Master of Business Administration, Professional Accounting
Canisius College, Bachelor of Arts, Psychology with a minor in Human Resources and Business Management
American Institute of Certified Public Accountants
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
New York State Society of Certified Public Accountants
Certified Financial Planner Board of Standards
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Center for Fiduciary Studies™- Accredited Investment Fiduciary® (AIF®)
Passed SIE, Series 7, and 66 securities exam – Financial Advisor*
Buffalo District Soccer League, President 2010-2016, 1st VP 2006-2010
When he isn’t playing soccer, Bryan spends his free time with his wife and twin son and daughter.
*Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc.