Bryce joined WealthCharter in September 2022. In his role as Associate Advisor, he works with the Lead Advisor to develop creative financial solutions for our clients. Additionally, as a member of our investment committee Bryce helps build and monitor client portfolios.
After graduation from Iowa State University with degrees in Finance and Accounting in May of 2023, Bryce will join WealthCharter on a full-time basis. He plans to sit for the CPA exam in January of 2023.
Bryce and his fiancé, Chelsea, plan to live in the Ankeny area. They enjoy going on walks with their dog and spending time with friends and family.