Bryan Ulatowski

Bryan Ulatowski is an investment advisor representative and has been active in the financial services industry for more than 27 years. Over that period of time, he has advised clients in the management of their investments. Bryan has extensive experience in asset management and retirement planning. Bryan has completed training through Clarity 2 Prosperity and has become one of the members certified in utilizing The Bucket Plan®.


Taylor Weir

Taylor works daily ensuring all clients’ needs are met and all concerns are addressed properly and efficiently. She also processes all new paperwork and follows up on policies accordingly. She assists Bryan in the office and takes care of clients when he is on appointments. She also runs our marketing system, keeping track of all clients and prospects and produces all correspondence with them.