Biography of Bryce Andersen
PERSONAL MISSION
To help families with loved ones with disabilities successfully navigate transitions at every age and stage of life by focusing on their health, wealth, time, and resources and help them improve their quality of life by aligning their resources with their life so they get more from both.
BACKGROUND
Born and raised in South Dakota, living in Sioux Falls
Married, raising a son and a Golden Doodle. Youngest of three brothers to a sister who was brought home as an abandoned baby from a hospital. She had a traumatic brain injury and her lifetime of care inspires my work.
Bachelor Degree in English with a minor in history from Augustana University
Professional Credentials:
- Chartered Special Needs Consultant
- CFP®
- ChFC®
CAREER HIGHLIGHTS
An award winning career in a variety of planning, investing and training positions at large investment firms
The opportunity to use my knowledge and experience in a fiduciary capacity for the benefit of families with loved ones with special needs
KNOWLEDGE SHARING
Presented at National Conferences to the following professional organization: Merrill Lynch Leadership Council Panel
Presented at Universities: Dakota State University – presented “Special Needs Family Dynamics” to special education faculty
Presented to the following local non-profit groups: Junior Achievement of South Dakota – a variety of money management topics; Financial Peace workshops to a numer of church groups
OUTSIDE OF WORK
Volunteer for Junior Achievement of South Dakota — helping inspire and prepare young people for success
Special Olympics coach for track and field and bowling in addition to serving as an adaptive ski instructor
Vertical Enthusiast! Accomplished rock climber and mountaineer who loves being in the mountains
Hockey player and youth hockey coach
SPECIAL NEEDS MEMBERSHIP & LEADERSHIP
Only financial planner member of the Academy of Special Needs Planners in South Dakota
Former Chair of the Board of my church
Leader of a new advisor training academy