Bryan Gormley
President - Wealth Advisor
Bryan Gormley, an LPL Financial advisor, has over 30 years of experience helping individuals, particularly those transitioning between jobs or into retirement, plan and manage their finances. His focus is on educating clients on how their current financial portfolio and decisions impact their future.
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Bryan holds a Master's in Education Administration and various securities licenses (Series 6, 7, 24, 63, and 65) with LPL Financial, the largest independent broker/dealer in the U.S.*Areported by Financial Planning magazine, 1996-2023, based on total revenue.
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Outside of work, he lives in Black Diamond, WA, with his family and enjoys outdoor activities.
Stephanie Gallardo
Administrative Assistant
Stephanie is our Administrative Assistant; she is the voice you hear when calling the office and the first smiling face you’ll see when walking through our doors. Stephanie enjoys being able to provide great customer service to all our clients!
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Outside of work Stephanie’s time is dedicated to her photography business and going on adventures with her family!