KeatsConnelly, a wealth management firm with approximately $200 million under advisement that assists Canadians and Americans in realizing their dreams of a cross-border lifestyle, is pleased to announce Bryant Andrus has been appointed the firm’s newest staff planner.
Andrus, a Phoenix resident who has worked for the company as an associate planner since 2008, will be responsible for helping clients manage the complexities of accumulated wealth as well as US/Canadian cross- border financial planning issues. Andrus holds a Bachelor of Science degree in Finance and previously worked as an investment advisor with USAA. In his spare time, he enjoys golfing, the outdoors and spending time with family.
KeatsConnelly is the largest wealth management firm in the United States specializing in cross-border issues. With offices in Arizona, Florida and Michigan, the firm’s focus is to reduce the stress associated with living, investing and working on both sides of the border, while at the same time creating opportunities for very large potential tax savings. The firm’s 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, please visit www.keatsconnelly.com.
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