1. BRYAN WIRTZ
130 Minges Forest Ln • Battle Creek, MI 49015
bryanwirtz@scbglobal.net • 269.830.4180
SALES PROFESSIONAL
Business Development • Consultative Selling • Account Management
Dynamic and results-driven with demonstrated record of performance and success in highly competitive, customer-
facing environments; well-prepared to generate sales and drive customer acquisition as a institutional sales/wholesaler.
Known for exceptional communications skills, ability to profile and develop key client base, and mastery in aligning
product and service solutions to meet diverse needs. Experienced in managing multiple priorities concurrently,
advancing organizational interests, and consistently delivering exceptional performance to exceed expectations. Proven
talent for identifying growth opportunities and cultivating lucrative, sustainable client relationships.
CORE COMPETENCIES
Series 7 & Series 63, 65,AWMA, L/A/H Licensure
• Strategic Planning
• Client Service
• Needs Assessment
• Relationship Management
• Customer Education
• High-impact Presentations
• Product Knowledge
• Team Leadership
• Mentoring & Coaching
PROFESSIONAL EXPERIENCE
THE LEGEND GROUP / WILLIAMS & COMPANY FINANCIAL SERVICES, LLC – Battle Creek, MI
AWMA, Financial Advisor, 11/2011 to Present
Licensed to provide financial advisement services through firms serving K-1 public education employees.
Consult with clients and provide administrative account management and financial advice on retirement plans (non-
profit 403b market segment); educate clients on state-based pension system, providing pension / retirement plan
analysis and account support. Build book of business through delivering high-impact seminars (~300 attendees) to
cultivate new business; present fee-based investment portfolios and consult on wealth management. Track, assess,
and report on account performance and results. Mentor and coach new team members on client management and
sales strategies. Key Achievements:
 Increased investment production by 300% year-over-year.
 Won the New Advisor of the Year Award and ranked in the Top 30 nationally for delivering notable
results in investment advisory fee growth; won standing within the Top 10 Advisors in Michigan.
ALLSTATE FINANCIAL – Battle Creek / Lansing / Jackson, MI
Territory Financial Advisor, 6/2007 to 11/2011
Optimized results across large territory while serving as a team leader for 3 independent Allstate agencies.
Met with and advised clients on investment, retirement, and life insurance portfolio options to meet client’s
personal risk control and investment goals while achieving 100% of sales production targets across agencies.
Coached and mentored team of agents on consultative sales, client profiling, and client account management
transitions; leveraged CRM software in developing client needs analysis and to report agency and personal goals,
forecasts, and results. Developed and implemented new client onboarding process. Key Achievements:
 Regardless of managing smallest region, secured ranking in the Top 20% of all Advisors and standing
in the President’s Club for multiple consecutive years.

2. BRYAN WIRTZ • Page 2
 Received national recognition at the Top Advisor Conference, Million Dollar Round Table for efforts
to mentor agents in achieving and/or exceeding individual service goals.
FIFTH THIRD BANK/SECURITIES – Battle Creek, MI
Sr. Relationship Manager / Business Development, 11/2004 to 4/2007
Served as high net worth client advisor for three bank branches in Battle Creek.
Developed new business relationships with affluent investors and banking clients. Increased assets under
management, delivering more than doubled investment production during tenure in business development role.
Increased loan growth through wholesaling second lien home equity loans to mortgage brokers. Trained and
mentored employees on business development and product knowledge. Key Achievements:
 Increased investment production by 300% year-over-year; ranked as the top relationship banker
Michigan.
 Earned top 1% ranking companywide for production in 2005; also earned Top Performer recognition
for Mutual Fund and Variable Annuity sales.
 Achieved ranking as number one business development specialist district-wide and number two
regionally for overall sales production.
JP MORGAN CHASE – Portage, MI
Relationship Banker / Investment Representative, 10/2003-11/2004
Increased branch profitability, investment revenue, loan, and deposit growth through actively managing and
developing small business and individual banking relationships.
Cross-sold investment and banking products and partnered with senior level managers to design and develop
training classes for district and market managers. Key Achievements:
 Led branch to achieve $7 Million increase in new loan production.
 Earned top ranking for Mutual Fund and Variable Annuity sales in 2004.
WELLS FARGO FINANCIAL – Benton Harbor, MI
Credit Manager/Loan Consultant, 2/2003-10/2003
Boosted mortgage portfolio for sub-prime lending division, doubling branch’s annual loan production.
Analyzed loan applications and identified lending options for customers. Cross-sold multiple lending products.
Served as consultant to small businesses and counseled them on dealer financing packages. Key Achievements:
 Led record loan production, attaining highest level of growth; achieved 370% of loan growth.
PREVIOUS EXPERIENCE
BELTONE HEARING, Kalamazoo, MI – Sales Consultant
EDWARD JONES, Battle Creek MI – Investment Rep Co-Op
SALOMON SMITH BARNEY, Kalamazoo MI – Finance Intern
MERRILL LYNCH, Grand Rapids MI – Investment Intern
EDUCATION AND CREDENTIALS
Bachelor of Business Administration in Finance • Western Michigan University – Kalamazoo, MI
Minor in General Business ~ Dean’s List Honors ~ Pi Kappa Phi Fraternity
Series 7 & 63, 65
Accredited Wealth Management Advisor, College for Financial Planning

3. MASRP RPS