Bryan Pecherek is a LPL Financial Advisor helping individuals and business owners understand retirement, investment, and estate planning by utilizing a unique planning process. He identifies client goals and assists them in pursuing their objectives by working in conjunction with his client’s accountant, attorney and other advisors. The result is a sound financial plan implementing the latest strategies to help his clients work toward maximizing their ability to pass on their wealth in the most tax and cost-efficient manner. Bryan provides periodic reviews to help them keep their goals on target.
Bryan earned his B.S. in Meteorology, and Oceanography from SUNY Maritime College. Bryan was a U.S. Naval Officer and Merchant Marine Officer and also served in Desert Shield-Desert Storm.. He holds the Series 7 and 66 securities registrations through LPL Financial and Life, Health and Accident licenses.
Honi brings over 25 years of experience in the financial services industry to her role at NBFA through her previous experience with financial planning, charitable giving, client communications, and retail banking management. Her client-centric approach focuses on building and maintaining long-term relationships with new and existing clients.
Honi is a graduate of the University of Glasgow, Scotland, UK.