Bryon A. Holz, CLU, ChFC, LUTCF 813-684-1163 www.bryonholz.com

Bryon Holz has been in the financial services industry for 20 years, and provides investments and insurance to successful individuals and business owners throughout Tampa Bay. Bryon Holz and Associates specialize in asset protection and wealth conservation strategies. Their firm's approach to financial services is based on the principle that the customer's needs should always come first.

A graduate of the University of Tampa with a B.S. in business management, Bryon has complimented his education in the industry by obtaining the CLU and ChFC designations from the American College in Bryn Mawr, Pennsylvania. The CLU is the undisputed professional credential for persons involved in the protection, accumulation, preservation, and distribution of the economic values of human life. Furthermore, the ChFC program focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client’s total financial situation, to help identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to help achieve those goals.

In addition, Bryon has earned his LUTCF designation from the Life Underwriting Training Council, and has served on several professional association boards. Bryon has also earned numerous industry and company awards including the coveted industry Million Dollar Round Table, National Quality Award, National Sales Achievement Award, and others. Holz is a graduate of Leadership Brandon and a member of the Greater Brandon Chamber of Commerce.

In his spare time, Bryon is active in his church and community, and focuses on his family. The Holz Family can often be seen at scouting activities, as Bryon is an active leader in his son's scouting unit. One of Bryon's passions, after his faith and family, is music. Bryon, his wife Leesa of 18 years, and their children Sarah and Andrew live in Brandon, Florida.

 

Bryon A. Holz, CLU, ChFC, LUTCF District Leader, AIG American General Agency Building Group Investment Advisor Representative, American General Securities Incorporated     Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), American College, Bryn Mawr, PA, PACE continuing education subscriber Life Underwriter Training Council Fellow (LUTCF) NASD Securities License continuing education required Life, Health & Variable License (2-15), State of Florida, continuing education required Qualifying Member, Million Dollar Round Table Life Member, American General Agency Building Conference Various company and industry honors including charter membership in company's Future Leaders Conference, numerous National Quality and Sales Achievement Awards, etc. Graduate, Professional Management Institute in Insurance Marketing Management, Purdue University, West Lafayette, IN Graduate and Presidential Scholar, Bachelor of Science in Business Administration, University of Tampa, FL Member, Society of Financial Service Professionals (SFSP), Tampa Chapter President-Elect, Tampa Association of Insurance & Financial Advisors (affiliated with the Florida and National Association of Insurance & Financial Advisors) Member, Greater Brandon Chamber of Commerce Graduate, Leadership Brandon Class of 1997