Wealth Advisor Assistant
CUSO Financial Services, L.P.
Bryce has called Lexington home for his entire life. Being a University of Kentucky alumnus, a healthy portion of every year remains devoted to supporting UK Athletics. He has to find time for Atlanta Braves baseball though, his sport of choice. Bryce has always been a bridge-builder by nature, determined to support and help those around him in every aspect of life. Specific to our industry, he really enjoys partnering with and supporting Roy Wagner, CFP® in the retirement planning process as a Wealth Advisor Assistant, and finds great joy when our clients achieve their financial goals. He strives daily to deliver the highest level of service to enhance the overall client and member experience. Bryce holds the FINRA Series 7, 63 and 66, and is licensed for life and health insurance in Kentucky. He enjoys spending time with his family, including his wife, son and daughter. Outside of the office, you will find him working on landscaping projects, somewhere on the water catching fish or on the links hopelessly working on his golf game.
Get to Know Bryce
Who would you want to play you in a movie about your life?
“This one is a no-brainer… my doppelgänger, Ron Howard! I genuinely would not be surprised one bit to find out that I am somehow related to him.”
What phone app do you use the most?
“It’s probably a tie between iHeart Radio or Apple Podcasts. I usually stream talk radio or the latest podcasts in my free time.”
What was your favorite TV show growing up?
“I did not watch a lot of TV growing up, but our family did always enjoy watching Home Improvement with Tim Allen. Ironically, I am a terrible handyman now, and I have the scars to prove it.”