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Bryan Byrer, Aams™, Wmcp® Email & Phone Number

Owner at Millennial Financial Planning
Location: Indianapolis, Indiana, United States 14 work roles 3 schools
1 work email found @firstinvestors.com 4 phones found area 317 and 812 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email b****@firstinvestors.com
Direct phone (317) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Millennial Financial Planning
Role
Owner
Location
Indianapolis, Indiana, United States
Company size
38 employees

Who is Bryan Byrer, Aams™, Wmcp®? Overview

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Quick answer

Bryan Byrer, Aams™, Wmcp® is listed as Owner at Millennial Financial Planning, a with 38 employees, based in Indianapolis, Indiana, United States. AeroLeads shows a work email signal at firstinvestors.com, phone signal with area code 317, 812, and a matched LinkedIn profile for Bryan Byrer, Aams™, Wmcp®.

Bryan Byrer, Aams™, Wmcp® previously worked as Associate Financial Advisor at Deerfield and Wealth Advisor at Wealthpoint Advisors. Bryan Byrer, Aams™, Wmcp® holds Bachelor Of Arts (Ba), Communication And Culture from Indiana University Bloomington.

Company email context

Email format at Millennial Financial Planning

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*@firstinvestors.com
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AeroLeads found 1 current-domain work email signal for Bryan Byrer, Aams™, Wmcp®. Compare company email patterns before reaching out.

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Profile bio

About Bryan Byrer, Aams™, Wmcp®

I am a veteran financial professional who takes a behavioral and holistic approach to long-term planning and wealth management. I believe that everyone deserves the opportunity to make the most of their money so that they can live with dignity, pursue their dreams, achieve their goals, and find happiness. I am client-centric and relational in my work as I seek to build genuine connections and understanding with my clients. To achieve this, I build personalized financial roadmaps so that my clients can afford the life they envision while minimizing stress along the way. To further this aim, I earned the Accredited Asset Management Specialist™ designation in 2021 and the Wealth Management Certified Professional® designation in 2024. As a lifelong learner, I listen to multiple podcasts by finance thought leaders (e.g., Michael Kitces, Carl Richards, and Brendan Frazier). I also read a multitude of finance, money, and economic books—some personal favorites are “A Random Walk Down Wall Street”, “Naked Economics”, and “The Psychology of Money”—as well as other types of nonfiction including psychology, history, and the social sciences—including “Dare to Lead”, “Sapiens”, and “Designing Your Life”. My dual experience as both a banker and advisor has granted me a broader perspective in the realm of personal finance. Aside from talking at my friends about finance, I'm an avid fantasy & sci-fi reader (Brandon Sanderson and Pierce Brown are two of my favorite authors). I can frequently be found playing pickleball at one of the parks on the northside of Indy or LifeTime Fitness. I'm a huge fan of my hometown Indiana Pacers, Indianapolis Colts, and Indiana Fever. I enjoy spending time with friends, often at one of my favorite spots – Guggman Haus Brewing Company.

Listed skills include Time Management, Customer Service, Microsoft Word, Team Leadership, and 13 others.

Current workplace

Bryan Byrer, Aams™, Wmcp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Millennial Financial Planning
Millennial Financial Planning
Owner
Indianapolis, IN, US
Website
deerfieldfa.com
Employees
38
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14 roles

Bryan Byrer, Aams™, Wmcp® work experience

A career timeline built from the work history available for this profile.

Owner

Millennial Financial Planning

Indianapolis, In, Us

Associate Financial Advisor

Current
Deerfield

Indianapolis, Indiana, United States

Jul 2024 - Present

Healthcare Recruiter/Entry Level Sales-Management

Maxim Healthcare Services

Bloomington, In

I had a myriad of responsibilities including: recruiting, scheduling, correspondence with case managers, marketing, writing authorizations, hiring, and general customer service.

Nov 2014 - Oct 2015

Server

Oliver Winery Downtown

Bloomington, Indiana

Facilitated great atmosphere congruent with our visual aesthetics through friendly customer service.Provided prompt service of guests' needs.

Sep 2014 - Feb 2015

Direct Sales Representative

Comcast Cable

Bloomington, Indiana Area

Provided superior customer service through prompt delivery of customer requests.Changed customer opinions of Comcast as a customer service company.Generated sales through sincerity, trustworthiness, and reliability.

Jan 2014 - Apr 2014

Snare Instructor

Northcoast Academy Percussion Ensemble

Saginaw, Michigan

Taught a section of 8 snare drummers work ethic, dedication, and self-accountability to better themselves as musicians and people.Examined musical ability through individual performance and ensemble cohesion.Motivated students through the trials of the season through analysis, teaching, encouragement, and support.

Nov 2012 - Apr 2014

Server

Cheddar'S Casual Cafe

Bloomington, Indiana

Communicated effectively in order to ensure high-quality and timely service.Demonstrated quick reaction to changing work environments due to the various types of personalities that restaurant service involves.Sold $500-$800 of food and beverages by quickly finding commonalities with guests in order to make their experience more enjoyable.

Feb 2013 - Oct 2013

Director Of Percussion

Ellettsville Community School Corporation

Bloomington, Indiana

Integrated life lessons such as responsibility, perseverance, and dedication into the teaching of music skills. Created a curriculum and methodology of teaching to advance musical development.Taught sixth through eighth graders beginning percussion methods by using theory and hand clapping before the use of musical instruments.Adjusted teaching style to better manage middle school students by stating clear and attainable objectives.

Jun 2012 - Sep 2013

Server

Chili'S

Bloomington, Indiana

Ensured guest satisfaction through friendly and prompt serviceDemonstrated efficiency in order to accomplish as many tasks for as many guests as possibleSold $500-$700 of food and beverages through upselling in order to raise check averages for the restaurant.

Oct 2011 - Jul 2012

Server

Domo Steak & Sushi

Bloomington, Indiana

Regularly waited on large parties in a more guest interactive environmentWaited on both hibachi and sushi seeking guests, changing my style of service to fit the table

Jan 2011 - Aug 2011
Team & coworkers

Colleagues at Millennial Financial Planning

Other employees you can reach at deerfieldfa.com. View company contacts for 38 employees →

SZ Shannon Ziegler Shannon Ziegler Colleague at Millennial Financial PlanningGreater Indianapolis, United States View → GB Gary Bowyer Gary Bowyer Colleague at Millennial Financial PlanningGlenview, Illinois, United States View → TW Tracy Wailes, Fpqp Tracy Wailes, Fpqp Colleague at Millennial Financial PlanningIndianapolis, Indiana, United States View → LK Lori Kamminga Lori Kamminga Colleague at Millennial Financial PlanningGreater Indianapolis, United States View → BC Brad Cougill, Cfp® Brad Cougill, Cfp® Colleague at Millennial Financial PlanningGreater Indianapolis, United States View → MR Matt Roop, Cepa, Cfp® Matt Roop, Cepa, Cfp® Colleague at Millennial Financial PlanningCarmel, Indiana, United States View → MM Marcus Miller, Cpa, Cfp® Marcus Miller, Cpa, Cfp® Colleague at Millennial Financial PlanningIndianapolis, Indiana, United States View → CS Caroline Strande Caroline Strande Colleague at Millennial Financial PlanningIndianapolis, Indiana, United States View → LG Linda Gehr Linda Gehr Colleague at Millennial Financial PlanningWestfield, Indiana, United States View →
3 education records

Bryan Byrer, Aams™, Wmcp® education

Academic Honors Diploma

Avon High School

Activities and Societies: National Honor Society

FAQ

Frequently asked questions about Bryan Byrer, Aams™, Wmcp®

Quick answers generated from the profile data available on this page.

What company does Bryan Byrer, Aams™, Wmcp® work for?

Bryan Byrer, Aams™, Wmcp® works for Millennial Financial Planning.

What is Bryan Byrer, Aams™, Wmcp®'s role at Millennial Financial Planning?

Bryan Byrer, Aams™, Wmcp® is listed as Owner at Millennial Financial Planning.

What is Bryan Byrer, Aams™, Wmcp®'s email address?

AeroLeads has found 1 work email signal at @firstinvestors.com for Bryan Byrer, Aams™, Wmcp® at Millennial Financial Planning.

What is Bryan Byrer, Aams™, Wmcp®'s phone number?

AeroLeads has found 4 phone signal(s) with area code 317, 812 for Bryan Byrer, Aams™, Wmcp® at Millennial Financial Planning.

Where is Bryan Byrer, Aams™, Wmcp® based?

Bryan Byrer, Aams™, Wmcp® is based in Indianapolis, Indiana, United States while working with Millennial Financial Planning.

What companies has Bryan Byrer, Aams™, Wmcp® worked for?

Bryan Byrer, Aams™, Wmcp® has worked for Millennial Financial Planning, Deerfield, Wealthpoint Advisors, Jpmorgan Chase Bank, N.A., and Jpmorgan Chase & Co..

Who are Bryan Byrer, Aams™, Wmcp®'s colleagues at Millennial Financial Planning?

Bryan Byrer, Aams™, Wmcp®'s colleagues at Millennial Financial Planning include Shannon Ziegler, Gary Bowyer, Tracy Wailes, Fpqp, Lori Kamminga, and Brad Cougill, Cfp®.

How can I contact Bryan Byrer, Aams™, Wmcp®?

You can use AeroLeads to view verified contact signals for Bryan Byrer, Aams™, Wmcp® at Millennial Financial Planning, including work email, phone, and LinkedIn data when available.

What schools did Bryan Byrer, Aams™, Wmcp® attend?

Bryan Byrer, Aams™, Wmcp® holds Bachelor Of Arts (Ba), Communication And Culture from Indiana University Bloomington.

What skills is Bryan Byrer, Aams™, Wmcp® known for?

Bryan Byrer, Aams™, Wmcp® is listed with skills including Time Management, Customer Service, Microsoft Word, Team Leadership, Event Planning, Critical Thinking, Highly Personable, and Extrovert.

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