Email us:

Give us a ring

Bryce Sowitch

Principal/Senior Qualified Plans Manager

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 also 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 Windsor, Colorado and enjoys golfing, travelling and spending time with his family.