An experienced and committed team

Bryan Cryder is a Financial Advisor who works closely with individuals, families, and nonprofit organizations to help them navigate all aspects of their financial lives. He serves as a trusted partner and personal chief financial officer, guiding clients through financial planning, investment strategy, tax-aware decision making, and long-term legacy planning. His clients often include multi-generational families and individuals seeking to thoughtfully preserve and grow their wealth.

Bryan’s approach is grounded in comprehensive financial planning. He believes meaningful advice begins with a deep understanding of each client’s full financial picture. Through a detailed discovery process, he develops personalized strategies that guide investment decisions, asset allocation, and ongoing recommendations. This disciplined approach allows clients to make confident, well-informed decisions, especially during periods of market volatility or major life transitions.

Bryan holds the CERTIFIED FINANCIAL PLANNER® and Certified Private Wealth Advisor® designations. His experience includes portfolio construction, retirement income planning, estate and tax strategies, charitable giving, asset protection, and advising on behavioral finance and family dynamics.

He is known for his focus, transparency, and commitment to long-term relationships. Bryan and his team work collaboratively and remain closely involved at every stage of the client experience. He delivers objective, honest guidance while always keeping the client’s best interests at the forefront, with the goal of building relationships rooted in trust, education, and mutual respect.

Bryan’s passion for wealth management is deeply personal. Inspired early on by the impact a trusted Financial Advisor had in his own family, he developed a strong appreciation for the role thoughtful guidance can play in people’s lives. He has built his career at UBS, where he leverages both his team’s collaborative approach and the firm’s global resources. He finds the greatest fulfillment in helping clients navigate complex financial decisions, gain clarity around their goals, and feel confident about their long-term future.

Outside of his professional work, Bryan is actively involved in financial education and community initiatives. He teaches financial literacy courses through MoneyW!SE, supports charitable fundraising efforts through athletic challenges, and remains engaged with the Penn State community through mentoring programs. He is an outdoor enthusiast who enjoys spending time on the water and in the woods, and he lives in Larchmont, New York with his fiancée, Lindsey.

Lukasz Syrek is a Relationship Manager who helps clients navigate life’s financial decisions with clarity and confidence. He works closely with families, multi-generational households, retirees, and nonprofit organizations to deliver thoughtful, personalized guidance. His role centers on being a consistent and reliable point of contact, ensuring clients feel informed, supported, and confident at every stage of their financial journey.

Lukasz specializes in comprehensive financial planning and portfolio construction, with a focus on retirement and legacy planning. He helps clients address key financial decisions such as generating sustainable income, preparing for retirement, planning for education, and structuring charitable giving. In today’s evolving market environment, he also works proactively with clients on tax planning strategies and helps them stay grounded during periods of uncertainty through consistent communication and education.

His approach is highly personal and relationship focused. Lukasz takes the time to understand each client’s full picture, including their goals, values, and family priorities. Through detailed discovery, thoughtful analysis, and consistent follow-up, he develops tailored strategies aligned with what matters most. He emphasizes transparency, responsiveness, and accountability in every client interaction.

Lukasz holds the Chartered Retirement Planning Counselor designation, which equips him with specialized expertise in guiding clients through both the planning and transition phases of retirement. His knowledge spans retirement income strategies, healthcare and long-term care planning, estate considerations, tax implications, and asset management.

Clients value Lukasz for his ability to listen closely, simplify complex financial concepts, and communicate in a way that feels approachable and practical. His goal is to ensure clients feel understood, supported, and confident in their decisions over the long term.

Outside of work, Lukasz is deeply committed to his family and community. He resides in Hillsborough, New Jersey, with his wife and their four sons, where they also care for a variety of family pets. Much of his time is spent supporting their activities and enjoying time outdoors together. He is also actively involved in charitable causes and local youth initiatives, reflecting the same values of responsibility and care that guide his work with clients.

Jordan Garofalo serves as a dedicated client service professional focused on delivering a seamless and highly personalized experience for individuals and families. Working closely alongside the advisory team, he plays a key role in supporting clients with day-to-day financial needs, account management, and ongoing service, ensuring that every interaction is handled with precision and care.

Jordan primarily works with individual clients and families across a wide range of financial situations, from those beginning to build wealth to those preparing for or living in retirement. He supports the implementation of long-term financial plans by assisting with account setup, portfolio access, and ongoing maintenance, while helping clients stay informed and confident in how their finances are managed. His approach is centered on simplifying complex processes so clients can clearly understand and engage with their financial picture.

Jordan is known for his relationship-driven mindset. He believes exceptional service is built on trust, communication, and genuine connection. By being consistently responsive and proactive, he strives to ensure every client feels heard, valued, and supported. Whether answering a question, resolving a request, or checking in, his goal is to create an experience where clients feel confident their needs are always a priority.

His interest in financial planning developed early and continues to drive his commitment to helping clients gain clarity, reduce stress, and build long-term financial stability for themselves and their families.

Outside of work, Jordan leads an active lifestyle centered around health and the outdoors. He lives in Mamaroneck, New York and enjoys running, weightlifting, hiking, and fishing. He is also passionate about environmental conservation and supports causes dedicated to preserving natural spaces.