bio
Bryan joined intellicents in 2024 to help lead the company’s Family Office division in the Kansas City area. Dedicated to safeguarding and realizing his clients' financial dreams, Bryan’s expertise spans solving complex financial challenges, mitigating taxes, protecting assets, reducing financial risks, and crafting strategies for wealth transfer and charitable giving. He also guides business owners through critical decisions on whether to keep or sell their businesses, implementing a comprehensive value creation methodology for successful succession and exit planning.
With nearly 20 years of experience in trading stocks, ETFs, and mutual funds using technical analysis, Bryan has a deep understanding of the financial markets. Before joining intellicents, Bryan founded True Wealth & Company with the goal of “making work optional” for his wealth management clients. True Wealth merged with intellicents in 2024, enabling both organizations’ wealth management services to evolve even further.
A Certified Financial Planner™ since April 2010, and a Certified Exit Planning Advisor (CEPA), Bryan combines his financial acumen with a passion for lifelong learning and has shared his insights through hundreds of public workshops, a decade-long talk radio show on 980 KMBZ, and podcasts “Let’s Make Work Optional,” available now, and “Successful Chaos,” which will be launching shortly.
education & certifications
Bryan graduated from the University of Missouri with a B.S. + B.A. in Marketing
Bryan holds the following designations and has previously passed securities exams:
Certified Financial Planner® (CFP)
Certified Exit Planning Advisor (CEPA)
my idea of
living the dream
I want to live a life of significance with my family, while creating a lasting impact on future generations through the clients we serve. I strive to become the best version of myself, leading with my values, and sharing that growth with and inspiring others. This was hard to read for me. What about this? I am committed to living a life of significance with my family and creating a lasting impact on future generations through the clients we serve. My goal is to continually grow into the best version of myself, guided by my core values, while sharing that journey to inspire and uplift others.
dream job
this is my
Mark Twain said it best: “You have two lives. And the second one begins once you realize you only have one.” The job I’m in now is my life’s purpose—working in collaboration with my clients to help them pursue and realize their dreams through thoughtful planning and dedicated follow-through. I have the privilege of working closely with a talented team of professionals every day, and together, we strive to turn aspirations into reality.
this is how i
make it real
As empty nesters, my wife Laura and I have embraced our love for travel. After gathering recommendations over the years, we’re now checking off destinations from our own list. We’ve recently explored Italy, London, Paris, and Barcelona and next year we are headed to Italy and Sweden —who knows where we’ll go next! When we’re not traveling, we’re enjoying our fantastic backyard with our three college-age daughters, three dogs, and a close-knit group of friends. And of course, cheering on the Kansas City Chiefs! Let's run it back!