Bryan Gray CFP® , CPA

Member and Director of Financial Planning

Bryan has been a trusted Financial, Tax and Business advisor for over a decade. His primary focus of financial planning is serving small business/self-employed individuals, high income (high tax) individuals and individuals in, entering or nearing retirement. Bryan leverages his foundation in tax to maximize client's overall wealth, which includes appropriate retirement plan selection, tax optimized asset allocations, utilizing tax-efficient ETFs as well as creating tax-efficient distribution strategies for retirees. Bryan resides in Clifton Springs with his wife and daughter and enjoys all things outdoors outside of tax season.

SUNY Brockport - B.S. Accounting - Magna Cum Laude
Certified Public Accountant
Certified Financial Planner®