eats, Connelly and Associates, a Phoenix-based, award-winning wealth management firm that specializes in managing the complexities of accumulated wealth as well as US/Canadian cross-border planning, has named Bryant Andrus its newest associate planner.
Andrus, a Phoenix resident, will be responsible for assisting planners in drafting specialized financial plans and conducting financial analysis for the Cross Border Tax & Accounting (CBTA) division of the firm, which serves clients with international tax concerns and offers a full range of tax planning and preparation in both the United States and Canada.
Andrus holds a Bachelor of Science degree in Finance and is currently working toward a CHARTERED FINANCIAL ANALYST® designation. He previously worked as an investment advisor with USAA. In his spare time, he enjoys golfing, the outdoors and spending time with family.
KeatsConnelly is a wealth management firm with offices in Arizona, Florida and Michigan. The firm specializes in managing the complexities of accumulated wealth and US/Canadian cross-border planning through an integrated approach including: financial, investment, tax, estate and business planning, as well as the detailed management of all financial records and accounts. Keats, Connelly and Associates’ fee-only compensation model enables the company to maintain its philosophy of promoting clients’ best interests at all times while avoiding any potential conflict of interest with commissions. For more information on KeatsConnelly, please visit www.keatsconnelly.com.