Bryant Andrus, Cfp(R)

Bryant Andrus, Cfp(R) Email and Phone Number

Wealth Management Executive | International Finance and Tax Consulting | Cross Border Business and Family CFO @ State Bird Corp
Bryant Andrus, Cfp(R)'s Location
Queen Creek, Arizona, United States, United States
Bryant Andrus, Cfp(R)'s Contact Details

Bryant Andrus, Cfp(R) personal email

n/a
About Bryant Andrus, Cfp(R)

I have spent over a decade helping families navigate the complexity of wealth, assisting them in accomplishing their goals and objectives, minimizing taxes, creating and administering estate plans, and being a good steward over clients financial lives.

Bryant Andrus, Cfp(R)'s Current Company Details
State Bird Corp

State Bird Corp

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Wealth Management Executive | International Finance and Tax Consulting | Cross Border Business and Family CFO
Bryant Andrus, Cfp(R) Work Experience Details
  • State Bird Corp
    President
    State Bird Corp Mar 2020 - Present
    Scottsdale, Az, Us
    FINANCIAL, TAX, AND MANAGEMENT CONSULTING SERVICESState Bird Corp is your partner in creating solutions as unique to you as your fingerprint.State Bird Corp. was formed in 2018 as an independent financial and management consulting firm. It was formed with the sole purpose of providing clients all the tools needed to accomplish their unique global financial goals. As an independent financial and management consulting firm State Bird Corp. has the expertise, flexibility, and the breadth of services to help identify roadblocks, remove the roadblocks, and then implement these solutions to better our client’s life. We identify, solve and implement solutions for our clients by providing innovative and practical solutions that better our client’s life.
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  • Sbc Investment Management
    President
    Sbc Investment Management Mar 2020 - Present
    SBC Investment Management is a Registered Investment Advisory Firm, focusing on assisting client's to accomplish their goals and objective.
  • U.S. Bank
    Wealth Management Trust Managing Director
    U.S. Bank 2018 - Mar 2020
    Minneapolis, Mn, Us
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  • American Chamber Of Commerce In Canada
    Member Of The Board
    American Chamber Of Commerce In Canada Oct 2015 - Mar 2020
    Various Cities, Ca
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  • The American Chamber Of Commere In Canada
    Vice Chair Board Of Directors
    The American Chamber Of Commere In Canada Oct 2014 - May 2018
  • Keatsconnelly - Cross Border Wealth Management
    President
    Keatsconnelly - Cross Border Wealth Management Sep 2016 - Apr 2018
    Phoenix, Arizona, Us
    Bryant is President of KeatsConnelly, the largest cross-border wealth management firm in North America that specializes in helping Canadians and Americans realize their dreams of a cross-border lifestyle. Bryant develops, coordinates, and implements his clients’ comprehensive cross-border financial plans and services. In addition, Bryant is responsible for business development activities KeatsConnelly. Bryant serves as a member of Rotary International, and as the Chair of the western chapter of the American Chamber of Commerce (AMCHAM) in Canada. Bryant is a frequent speaker on topics that include: Canadians owning real estate in the US, cross-border retirement planning, and cross-border living, and conducts TEC presentations in both the US and Canada throughout the year. Bryant and his family relocated to Calgary in May of 2012 to open and run the Canadian arm of KeatsConnelly.
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  • Keatsconnelly - Cross Border Wealth Management
    Vice President, Canadian Operations
    Keatsconnelly - Cross Border Wealth Management May 2012 - Sep 2016
    Phoenix, Arizona, Us
    KeatsConnelly is the largest cross-border wealth management firm in North America specializing in helping Canadians and Americans realize their dreams of a cross-border lifestyle. Our offices are in Phoenix, Arizona; Boynton Beach, Florida; and Calgary, Alberta Canada.Cross Border Wealth Management, Estate Planning, US and Canadian Tax Planning and Preparation, Investment Management, Immigration Planning
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  • Keatsconnelly - Cross Border Wealth Management
    Staff Planner
    Keatsconnelly - Cross Border Wealth Management May 2009 - May 2012
    Phoenix, Arizona, Us
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  • Keats, Connelly And Associates Llc
    Associate Planner
    Keats, Connelly And Associates Llc May 2008 - May 2009
    Write full finanical plans for clients with complex international situations.
  • Usaa
    Investment Advisor
    Usaa Aug 2007 - May 2008
    San Antonio, Texas, Us
    • Registered investment advisor with series 7, 66, Life and Health licenses. • CFA Candidate. I would like to move into investment research and become a portfolio manager.• Proficient in Excel, Word, PowerPoint, Outlook, Crystal Ball, and Monte Carlo analysis.
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  • Northwestern Mutual
    Financial Representive
    Northwestern Mutual Mar 2005 - Dec 2005
    Milwaukee, Wi, Us
    • Sold 1.3 million of face value in new policies
    View

Bryant Andrus, Cfp(R) Skills

Wealth Management International Business High Net Worth Individuals Estate Planning Financial Planners Investment Strategies Asset Allocation Investment Advisory Retirement Mutual Funds Investments Investment Management Asset Managment Portfolio Management Financial Advisory Private Banking International Relations International Sales Equities Personal Financial Planning Personal Finance Cross Border Finanical Planning Cross Border Wealth Managment Cross Border Retirement Planning Cross Border Strategic Planning Succession Planning Retirement Planning

Bryant Andrus, Cfp(R) Education Details

  • Georgetown University
    Georgetown University
    General
  • Southern Utah University
    Southern Utah University
    Finance
  • William Penn Univeristy
    William Penn Univeristy

Frequently Asked Questions about Bryant Andrus, Cfp(R)

What company does Bryant Andrus, Cfp(R) work for?

Bryant Andrus, Cfp(R) works for State Bird Corp

What is Bryant Andrus, Cfp(R)'s role at the current company?

Bryant Andrus, Cfp(R)'s current role is Wealth Management Executive | International Finance and Tax Consulting | Cross Border Business and Family CFO.

What is Bryant Andrus, Cfp(R)'s email address?

Bryant Andrus, Cfp(R)'s email address is an****@****lly.com

What is Bryant Andrus, Cfp(R)'s direct phone number?

Bryant Andrus, Cfp(R)'s direct phone number is +160295*****

What schools did Bryant Andrus, Cfp(R) attend?

Bryant Andrus, Cfp(R) attended Georgetown University, Southern Utah University, William Penn Univeristy.

What skills is Bryant Andrus, Cfp(R) known for?

Bryant Andrus, Cfp(R) has skills like Wealth Management, International Business, High Net Worth Individuals, Estate Planning, Financial Planners, Investment Strategies, Asset Allocation, Investment Advisory, Retirement, Mutual Funds, Investments, Investment Management.

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