Co-Founder, Senior Advisor
Bryan has over 40 years of experience in financial services. His focus is delivering a holistic wealth management experience to a select group of high-net-worth individuals. In addition, Bryan has extensive experience in advising economically independent women.
Bryan attended the University of Toledo on a full football scholarship and earned his business degree there in 1979. He began his career in the brokerage industry in 1980 with Paine Webber (now UBS Financial Services). In 1987, Bryan served as Account Vice President with the former E. F. Hutton in Toledo, and in 1992 was named Consulting Group Associate.
Happily, Bryan was able to recruit his daughter Chelsea Ohm Heintschel, now an MPM Managing Partner, into the business, having laid the foundation when she was in grade school.
An avid sports fan, Bryan enjoys boating on Lake Erie and is an active member of the University of Toledo President's Club, and Varsity T Club.
