As your Advisor, Bryan Nelson provides a comprehensive Family CFO service and is committed to deeply understanding his clients’ goals. Bryan enjoys working with clients at every stage of the financial life cycle and strives to deliver a customized approach while providing a level of service that is always in each client’s best interest.
As the first Advisor on the Kittner Team located in the Kansas City office, Bryan is excited to work with individuals and families throughout the nation in addition to being a part of Moneta’s recent expansion and growth.
Bryan earned his Bachelor of Science and Master of Accounting from the University of Kansas. Prior to joining Moneta in 2020, Bryan spent eight years in KPMG’s audit practice in Chicago and his hometown, Kansas City, where he worked primarily with financial services clients. After several years serving large, multi-national corporations, Bryan was determined to work with individuals and families in financial planning to help them reach their goals and objectives.
Bryan and his wife live in Brookside, a neighborhood located in Kansas City, MO, with their two sons and Corgi. Outside of work, Bryan spends his time with family and friends, cheering for local sports teams, playing golf, and fixing up his 1930s home.
- Bachelor of Science, Accounting – University of Kansas
- Master of, Accounting – University of Kansas School of Business
- Certified Public Accountant
- CERTIFIED FINANCIAL PLANNER™
- Series 65 Licensed
