Bryon's focus is working with successful individuals, and their families, as well as small to mid-sized business owners. He accomplishes this by offering his clients access to one of the area’s leading wealth management firms. Bryon completes a preliminary plan after discovering your priorities, finding out what motivates you, including aspirations for the future. He accesses the cutting-edge technology, systems, infrastructure, products and strategies offered by EFS Wealth Management and Securities America to develop a detailed plan. He recognizes that the intersection of taxes, investments, Social Security decisions, pensions, and retirement income needs are a busy and complex one. Explaining complex decisions in simple terms using language you can understand is one of his strengths. Bryon will take the time to make sure you are informed and that you understand the financial concepts being discussed. He has been in the Insurance and Financial industry for over 18 years. He is a FINRA licensed advisor with a Series 6 and 63 exams and licensed in Iowa, Nebraska, and South Dakota. In addition, he holds Life and Health Insurance licenses. He specializes in estate and retirement planning. He also received the training and testing to receive his Behavioral Financial Advising designation.
Bryon loves to be with his family. He is married to Pam and they have 4 children and 11 grandchildren. He enjoys riding bike, playing with the grand kids, golfing and working in the yard. He is a graduate of Oral Roberts University with a BS degree in Theology. He is a member of The Sioux City Gospel Mission Board of Directors, and enjoys serving at his local church in many capacities.