
For much of his career, Bryan was one of those advisors who saw himself as the expert whose role was telling clients what they should do. Then life’s change happened. When his widowed brother-in-law died unexpectedly without insurance and no plan for his two boys, Bryan and his wife made the immediate decision to take the boys in. But there was no plan for how it would work. Rather than settling for a “new normal”, they made it a New Day.
Advising hundreds of families over 15 years, Bryan has learned that his financial wisdom alone is not enough. You bring wisdom as well. You’re the...