Bryant Andrus, Cfp(R)
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Bryant Andrus, Cfp(R) Email & Phone Number

Wealth Management Executive | International Finance and Tax Consulting | Cross Border Business and Family CFO at State Bird Corp
Location: Queen Creek, Arizona, United States 11 work roles 3 schools
2 work emails found @keatsconnelly.com 4 phones found area 602 and 403 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 4 phones

Work email a****@keatsconnelly.com
Direct phone (602) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
State Bird Corp
Role
Wealth Management Executive | International Finance and Tax Consulting | Cross Border Business and Family CFO
Location
Queen Creek, Arizona, United States

Who is Bryant Andrus, Cfp(R)? Overview

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Quick answer

Bryant Andrus, Cfp(R) is listed as Wealth Management Executive | International Finance and Tax Consulting | Cross Border Business and Family CFO at State Bird Corp, based in Queen Creek, Arizona, United States. AeroLeads shows a work email signal at keatsconnelly.com, phone signal with area code 602, 403, and a matched LinkedIn profile for Bryant Andrus, Cfp(R).

Bryant Andrus, Cfp(R) previously worked as President at State Bird Corp and President at Sbc Investment Management. Bryant Andrus, Cfp(R) holds Master Of Science - Ms, Finance, General from Georgetown University.

Company email context

Email format at State Bird Corp

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*@keatsconnelly.com
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AeroLeads found 2 current-domain work email signals for Bryant Andrus, Cfp(R). Compare company email patterns before reaching out.

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Profile bio

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.

Listed skills include Wealth Management, International Business, High Net Worth Individuals, Estate Planning, and 24 others.

Current workplace

Bryant Andrus, Cfp(R)'s current company

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State Bird Corp
State Bird Corp
Wealth Management Executive | International Finance and Tax Consulting | Cross Border Business and Family CFO
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Company profile
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11 roles · 9 years

Bryant Andrus, Cfp(R) work experience

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

President

Current
State Bird Corp

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.

Mar 2020 - Present

President

Current
Sbc Investment Management

SBC Investment Management is a Registered Investment Advisory Firm, focusing on assisting client's to accomplish their goals and objective.

Mar 2020 - Present

Wealth Management Trust Managing Director

U.S. Bank

Minneapolis, Mn, Us

2018 - Mar 2020

Vice Chair Board Of Directors

The American Chamber Of Commere In Canada
Oct 2014 - May 2018

President

Keatsconnelly - Cross Border Wealth Management

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.

Sep 2016 - Apr 2018

Vice President, Canadian Operations

Keatsconnelly - Cross Border Wealth Management

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

May 2012 - Sep 2016

Associate Planner

Keats, Connelly And Associates Llc

Write full finanical plans for clients with complex international situations.

May 2008 - May 2009

Investment Advisor

Usaa

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.

Aug 2007 - May 2008

Financial Representive

Northwestern Mutual

Milwaukee, Wi, Us

• Sold 1.3 million of face value in new policies

Mar 2005 - Dec 2005
3 education records

Bryant Andrus, Cfp(R) education

Master Of Science - Ms, Finance, General

Georgetown University

B.S, Finance

Southern Utah University

Education record

William Penn Univeristy
FAQ

Frequently asked questions about Bryant Andrus, Cfp(R)

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

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 State Bird Corp?

Bryant Andrus, Cfp(R) is listed as Wealth Management Executive | International Finance and Tax Consulting | Cross Border Business and Family CFO at State Bird Corp.

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

AeroLeads has found 2 work email signals at @keatsconnelly.com for Bryant Andrus, Cfp(R) at State Bird Corp.

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

AeroLeads has found 4 phone signal(s) with area code 602, 403 for Bryant Andrus, Cfp(R) at State Bird Corp.

Where is Bryant Andrus, Cfp(R) based?

Bryant Andrus, Cfp(R) is based in Queen Creek, Arizona, United States while working with State Bird Corp.

What companies has Bryant Andrus, Cfp(R) worked for?

Bryant Andrus, Cfp(R) has worked for State Bird Corp, Sbc Investment Management, U.S. Bank, American Chamber Of Commerce In Canada, and The American Chamber Of Commere In Canada.

How can I contact Bryant Andrus, Cfp(R)?

You can use AeroLeads to view verified contact signals for Bryant Andrus, Cfp(R) at State Bird Corp, including work email, phone, and LinkedIn data when available.

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

Bryant Andrus, Cfp(R) holds Master Of Science - Ms, Finance, General from Georgetown University.

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

Bryant Andrus, Cfp(R) is listed with skills including Wealth Management, International Business, High Net Worth Individuals, Estate Planning, Financial Planners, Investment Strategies, Asset Allocation, and Investment Advisory.

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