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 joined WealthCharter on a full-time basis. Bryce successfully passed all CPA exams and became a licensed CPA in August of 2023
Bryce and his wife, Chelsea, plan to live in the Ankeny area. They enjoy going on walks with their dog and spending time with friends and family.