Bryson Slater CFP®
Bryson Slater is an experienced Financial Advisor with nearly eleven years of financial services industry knowledge. After joining Petrovic Financial Services in 2017, Bryson completed the rigorous and intensive study required to earn his Certified Financial Planner™ certification. The comprehensive CFP® examination covers the areas of general financial planning, insurance planning, investment planning, income tax planning, retirement planning, estate planning, employee benefits, and fiduciary responsibility.
Bryson has a passion for serving Petrovic Financial Services clients. He takes a personalized approach to assist each client in understanding their unique financial situation and achieving their financial goals. He believes in the importance of ongoing communication and works with his clients to confirm their financial plans are on track and adjusted as needed. Bryson has held an active role on both the Investment Management Committee and the Financial Planning Committee during his time with Petrovic Financial Services. Along with learning and applying technical knowledge, Bryson actively embraces the Fee-Only fiduciary model and always works to put his client’s interests first. Bryson is a member of the Kansas City Financial Planning Association.
Originally from St. Joseph, Missouri, Bryson attended the University of Missouri at Columbia. He received a Bachelor of Science in finance and a minor in economics. After college, he worked for a 401(k) recordkeeper for several years.
Bryson enjoys spending time with his friends and family, golfing, skiing, traveling, and exploring Kansas City for new local favorites. Bryson is an avid Kansas City sports fan, cheering on the Chiefs, Royals, and Mizzou Tigers!
