Bryon Gilbert, CFP®

Senior Operations Specialist

Bryon is a member of the Operations Team. He leads special projects with an emphasis on improving process efficiencies.

Bryon has been in the investment industry for over 20 years where he has split his career between financial planning and investment operations. Bryon received a B.S. in both Accounting and Finance from the University of Central Missouri.

Bryon enjoys rooting for the Royals and mountain adventures with his wife and three dogs.

Quote: “We shall have no better conditions in the future if we are satisfied with all those which we have at present.” – Thomas Edison