Bryan R. Byrd grew up in Rock Springs, Wyoming, before relocating to Mesa, Arizona at the age of 11 in 1990. Tragedy struck early in his life with the loss of his mother shortly after the move, followed by the death of his father when Bryan was 19. These experiences have shaped his dedication to financial security and resilience.
His professional life started early at 12, working at his family’s Baskin-Robbins franchise in Mesa, where he took on significant responsibilities by high school. After his father’s passing, Bryan moved to Albuquerque, New Mexico, to attend the University of New Mexico. He transitioned from majoring in Emergency Medicine after 3 years to Finance, reflecting his commitment to helping others navigate financial stability.
With over 21 years in the financial markets, he has specialized in financial planning and wealth management, serving as a Fiduciary and dedicated Investment Advisor Representative for over 14 years, with additional experience in commercial insurance and employee benefits insurance. His approach to financial advising is comprehensive, ensuring that financial strategies and fess are in sync with clients’ life goals and circumstances.
Professional Qualifications
Education: Bachelor’s degree in Finance from the Anderson School of Management, University of New Mexico.
Licenses: Series 66, New Mexico Life and Health Insurance License.
Outside of his professional life, Bryan is an avid golfer. This passion not only connects him with his community but also shaped his recreational activities:
Sports Endeavors
Bryan has shared his love for youth sports by coaching golf, and football.
Bryan also served as a caddie on the PGA Tour Canada during the summer of 2018, offering him unique insights into professional golf which complements his varied interests and career in financial advising. Bryan still caddies in amateur and professional qualifying events.
Bryan’s hobbies extend beyond sports; he is an accomplished photographer, with his work showcased in a gallery in Chevy Chase, Maryland., capturing the beauty in landscapes and the intricate details of macro photography.
As the Founder and President of Byrd Asset Management, LLC, Bryan’s mission remains steadfast in providing the kind of financial advisory service that prioritizes transparency, accessibility, and a genuine investments for his clients’ financial health, wellbeing and helping families across the United States to prepare for both the expected and unexpected events of life.
Investment Advisory Services offered through Discipline Wealth Solutions, Inc, a SEC registered Investment Adviser. Byrd Asset Management, LLC and Discipline Wealth Solutions, Inc are separate and independent entities.
