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Beau B
CFP®, Series 65
Vandalia, OH
Sound Financial Investment Management, LLC
Beau Bryant is a CFP® with 13 years of industry experience, currently with Sound Financial Investment Management, LLC. His prior roles include positions at J.P. Morgan Securities and Resolute Wealth Advisor, Inc. Outside of advisory work, he owns BBTP, LLC, which provides data and tax preparation review services as an independent contractor. Sound Financial Investment Management, LLC offers portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and ERISA retirement plan participants. The firm employs both fundamental and technical analysis, uses a range of trading strategies, and refers client assets to third-party advisers while conducting due diligence and performance reviews.
Christopher S
Series 63
Vandalia, OH
Sound Financial Investment Management, LLC
Christopher Strehle is a financial advisor with Sound Financial Investment Management, LLC, holding a Series 63 designation and 27 years of industry experience. He has worked at firms including Osaic Wealth, Inc., Triad Advisors, LLC, and Dynamic Employee Solutions, LLC. He is president of Sound Financial Solutions, Inc., which sells non-investment insurance products through an affiliated insurance agency. Sound Financial Investment Management, LLC provides portfolio management, financial planning, pension consulting, and participant education services to individuals, high-net-worth clients, and ERISA retirement plan participants. The firm utilizes both fundamental and technical analysis with long- and short-term strategies, referring client assets to third-party advisers while conducting due diligence and ongoing performance reviews.
Cory D
CFP®, Series 66
Vandalia, OH
Sound Financial Investment Management, LLC
Cory Davenport is a CFP® with 21 years of industry experience, currently serving at Sound Financial Investment Management, LLC since 2012. He also operates Davenport Financial Group, offering insurance products alongside his advisory services. Sound Financial Investment Management, LLC provides portfolio management, financial planning, pension consulting, and client education for individuals, high-net-worth clients, and ERISA plan participants. The firm uses both fundamental and technical analysis with a mix of long- and short-term strategies while working with third-party custodians and advisers to manage client assets.
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