Medicare Webinar 2.19.20Learn about the ABCs and D of Medicare with Bryan Smalley and Peter Sikorski.
Medicare Annual Election Period Webinar 11.5.19Bryan Smalley and Peter Sikorski dig into the Medicare Annual Election Period when current participants can evaluate their drug plans and supplemental coverage and make any necessary changes.
Webinar Preview for Allergan StockholdersPreview of webinar with Wealth Advisors Chad O'Brien and Abby Rosen for Allergan stockholders.
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 Medicare 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 their four children live in Flemington, NJ, where they enjoy exploring new places and spending time with family and friends.