Bryce brings two decades of experience in institutional sales and financial planning. He works extensively helping retirees and pre-retirees to have greater confidence and clarity through sound retirement planning and investment management solutions.
Bryce began his career as a Regional Vice President for companies such as AXA/Equitable, Lincoln Financial and TransAmerica. While at AXA he helped pioneer the original Guaranteed Living Benefit Rider, and paved the way for today’s “Income for Life” and “Portfolio Protection” guarantees offered by leading insurance companies. In the wake of "The Great Recession," Bryce adjusted his focus to working with premier boutique asset managers who specialize in income producing alternative investments.
Bryce was born and raised in Summit, New Jersey, in the shadows of Manhattan where spent most of his youth on the golf course. Bryce played collegiately and then went on to play professionally. Bryce still enjoys playing golf with friends and family. In addition, he and his wife Hilary, are the proud parents of three children. Bryce is an active member of the community and volunteers coaching lacrosse throughout the Bay Area. He has held board positions with Carmel Valley Ranch, Monterey Tribe Lacrosse and The Internship Committee of Monterey Peninsula Community College.