Who We Are
Bryant is a major proponent of Financial Literacy and frequently speaks about its ability to alleviate poverty. He is an active member of his church and community and strives to serve as many people as he can through education. His passion for Entrepreneurship started at the age of thirteen after he read his first investment book and started his first business soon thereafter. He currently serves on the Board of Directors for several non-profits and corporations while acting as an Outsourced Chief Financial Officer for others. He frequently guest speaks, lectures, and provides guidance to individuals and business owners who commonly refer to him as a Solutions Architect.
After graduating from Pace University in the top of his class with dual majors in Finance & Accounting and dual minors in Economics & Law, Bryant began his career working for the first Venture Capital firm ever founded, Bessemer Venture Partners. He mastered the art of Finance and Banking while working in the Investment Bank of JPMorgan. He earned his Certified Public Accountant (CPA) license while working at the Big Four firm of Ernst & Young (EY) in the Advisory and Assurance practices. He specializes in the areas of Management Consulting, Outsourced CFO, Audit, Forensic Accounting & Litigation Support, Financial Statement Preparation, and Individual and Business Tax Preparation.
While working for some of the most successful Financial Service firms and clients in the world, Bryant has served Hedge Funds, Venture Capital and Private Equity Firms, Trusts, Estates, Endowment Funds, Pension Funds, Private Clients, and Individuals with cumulative assets in excess of $800 billion dollars. Through these priceless experiences, he has mastered the art of utilizing the tax code to maximize tax savings, has been able to help businesses achieve profit maximization through implementing best practices from the most successful companies in the world, and learned how to provide guidance to help start-ups build successful brands.
Our mission is to provide a complete one stop Financial Services shop that delivers the necessary tools and guidance to help our clients succeed financially. We provide these services directly from our offices locally and throughout the country through our web based video conferencing client portal. We offer our services at a competitive price point while providing an unmatched quality customer experience. Our mission drives us to achieve our biggest goals: increasing financial literacy through financial education, helping to alleviate poverty, and supporting our communities through development and charitable contributions.
Our firm was built on the foundation of business knowledge and excellence acquired from years of experience serving clients. We have learned from experience there is a great amount of inefficiency among Financial Service firms. Products and services are often offered that are advantageous for one client objective like capital appreciation, but then adversely affect the same client when it comes time to assess your situation from a tax perspective with your other financial service providers. We take a different approach and have built a firm that creates synergies by offering products and services with a holistic focus and provide them to our clients by our team of well rounded expert advisers. We promise to provide you with world-class customer service at the most affordable price while syndicating your financial success as an individual and or business owner client.
Our most valuable asset is Our People, and we are proud to bring you a team of experts to serve all of your financial needs. We believe in building a firm where we value and recognize the achievements of our Team and provide them with unparalleled opportunities to achieve career growth. We believe this transcends to their attitudes and is felt directly by our clients through the quality of the service that they provide. Our firm was created by like-minded individuals and well-rounded experts that are driven by our Mission, our Promise, and our Core Values. If you share these values and would like to become a valued member of our team please contact us.