Bryan Smalley

Bryan on being an advisor

Helping clients by providing peace of mind.

A team approach

Our people collaborate to deliver highly personalized service to you.

Alex Coriddi
Alex Coriddi
CFP®
Analyst
Matt Mignon
Matt Mignon
Analyst
Kathleen Rabiecki
Kathleen Rabiecki
Client Relationship Specialist
Megana Reddy
Megana Reddy
Client Relationship Specialist

Team member name and title

Team member contact

Bryan is responsible for managing client relationships and coordinating all aspects of client service for the team. He currently serves on the firm’s Financial Planning Committee, providing research and input into such topics as Social Security, 529 plans and retirement planning. Bryan is an Ohio native (Go Bucks!) who has earned the CERTIFIED FINANCIAL PLANNER™ certificate along with a BA from the University of Toledo, an MA from Bowling Green State University and a certificate in Financial Planning from Boston University. Bryan, his wife Liz and daughters Emma and Leah live in Flemington, NJ, where they enjoy exploring new places and spending time with family and friends.

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