Bryce has held various positions servicing and consulting with retirement plans during his career. Initially, he was an advisor with a large brokerage firm, then as a Regional Sales Director with a top 10 record-keeper. In his career, Bryce has had the opportunity to work with over 500 retirement plans and thousands of plan participants.
Bryce graduated from the Minnesota State University –Moorhead in 1998 with a degree in Finance. In 2003, he obtained his Certified Investment Management Consultant designation from the Wharton School of Business, University of Pennsylvania. Bryce obtained his Accredited Investment Fiduciary (AIF®) in February 2016. Through fi360′s AIF Training programs, AIF designees learn the Practices and the legal and best practice framework they are built upon. AIF designees have a reputation in the industry for the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures. Lastly, Bryce recently obtained his Certified Behavioral Finance Analyst (CBFA) in June 2016. The CBFA program was founded with the goal of empowering people to make better financial decisions and achieve better financial outcomes.
He lives in Fort Collins, Colorado with his wife and two kids.