Bryan joined Professional Planning Group in 2025 as a Financial Advisor. He works directly with clients to provide comprehensive wealth management services and retirement planning strategies based upon their individual goals and objectives. Bryan is a member of the Investment Committee.
Experience
Prior to joining Professional Planning Group, Bryan was a VP, Financial Consultant at Charles Schwab in Providence, where he provided wealth management and financial planning advice to their high net-worth families.
Education
Bryan graduated with a Bachelor of Arts in Economics from Stonehill College. He is a CFP® professional and member of the Financial Planning Association. Bryan holds the Series 7, 66, 24 and 53 licenses, as well as the Rhode Island Life, Accident and Health Insurance Producer’s license.
Community
Bryan is involved with youth sports. He coaches youth basketball and Little League. He has also volunteered with Save the Bay and continues to look for opportunities to serve the community.
Family
Bryan lives in Wakefield, RI with his wife Shannon, their two sons, Liam and Finn and their dog, Scuttle.
Hobbies
In his free time, he enjoys exploring the shoreline with his family, golfing, fishing and staying active with family and friends.
