Bryan Montemurro

About Bryan Montemurro

I’m a Certified Financial Planner™ with Two West Advisors, and I spend my days helping people bring order and confidence to their financial lives. Most of the people I work with are thinking seriously about retirement; how to know when they can step away, how to create income they won’t outlive, and how to make smart decisions with what they’ve built.My approach is simple: listen first, plan thoughtfully, and cut through the noise. Money can get complicated fast, but the best results come from clear conversations and practical strategies. I use tools like eMoney, Monte Carlo analysis, and data-driven planning to help clients make informed choices that match their goals, not someone else’s agenda.I’ve always believed financial planning should feel less like sales and more like partnership. Whether that means managing investments, mapping out retirement income, or tackling estate and insurance planning, my goal is to make sure every step feels intentional and easy to understand.If you’re reaching out to connect, include your favorite potato salad recipe in your message. It’s a small way to prove you actually read this, and if it’s a good one, I might even try it.

Experience

1. Director of Financial Planning

   Two West Advisors

   Feb 2026 — Present · Overland Park, KS, US

   Leads the financial planning division with accountability for growth, execution, and the overall client experience. Oversees advisor performance, planning operations, and service delivery while scaling a consistent, high-quality planning platform.Responsible for driving revenue growth and client retention while maintaining firm wide standards for advice, service, and follow through.Key areas of responsibility include:Leading, coaching, and developing advisors to deliver thoughtful, client-focused planningSetting priorities and performance standards to support growth without sacrificing service qualityOverseeing planning operations, workflows, trading, and billing, with a strong focus on accuracy, consistency, and compliancePartnering with retirement plan, marketing, and business development teams to support coordinated client relationshipsRemaining directly involved with complex and top-tier client relationships to support long-term outcomesCombines leadership and hands-on involvement, with responsibility for scaling the firm’s wealth management platform while protecting the client experience.

Education

• College for Financial Planning

  Certified Financial Planner

  2011 — 2012

• Pittsburg State University

  Master of Business Administration - MBA

  2003 — 2005

• Pittsburg State University

  Bachelor of Business Administration - BBA, Finance

  1999 — 2003

Skills

• Strategic Planning
• Annuities
• Financial Advisory
• Investments
• Financial Planning
• Retirement
• Bonds
• Strategic Financial Planning
• Term Life Insurance
• Stock
• Customer Service
• Finance
• Retirement Planning
• Management
• Series 7
• Series 63
• Financial Planners
• Leadership
• Wealth Management
• 401k
• Fixed Annuities
• Financial Services
• Mutual Funds