Strategic Alliance
Bryan Bloom - CPA
Bryan serves as a CPA at The America Group. He spends most of his time coaching other financial advisors. He provides hands-on coaching, meeting with the advisor and their clients in real life live interactions. He is the only person to have been awarded both the Navigator Award (2010) and the Tschantz Lifetime Achievement Award (2020) from Ohio National Financial Services.
He graduated in 1976 with a Bachelor's Degree in Accountancy from University of Illinois. In 1977 he earned his CPA designation, and in 1989 his Master's Degree (MBA) from the University of Illinois.
Bryan is passionate about applying the Internal Revenue Code in the most efficient way possible for clients in retirement. The Internal Revenue Code provisions do not require the filing of an income tax return during retirement if a person’s retirement income is structured correctly.
He’s most proud of receiving The Navigator Award, since it is awarded based on an individual’s integrity.
His favorite experience has been exploring different countries and people groups through worldwide travel, and he spends his free time interacting with his grandchildren.