J. Bryan Setzler
President

Professional Certifications
• Registered Financial Consultant (RFC)
• Series 6, 63 and 7 Securities License
• Registered Representative and Investment Advisor Associate, Ameritas Investment Corp.

Education
• International business and economics degrees with honors,

Magna Cum Laude, Lenoir-Rhyne College

Financial Experience
A Capital Concepts Financial Group financial advisor since 1990, Bryan helps his clients build and protect their wealth through sound investment, retirement, estate planning and comprehensive customized financial solutions. He has extensive experience in designing estate, business succession, and life insurance plans for his clients.

Bryan has served as an advisor assisting with life insurance product design. This unique insight into how financial products are constructed helps Bryan choose the products that best fit his clients' individual financial needs.

He is also a member of Top of the Table, the financial service industry's highest level of sales achievement and a past president of the Catawba Valley Insurance and Financial Advisors Association.

Community Involvement
• Active member of Holy Trinity Lutheran Church
• Hickory Rotary Club

Personal
Bryan and his wife, Evette, have two daughters.

To reach Bryan, call 828-322-8210 ext 419. You may also email Bryan at bsetzler@cconcepts.com

1155 Southgate Corp Park SW • PO Box 3509 - Hickory, NC 28603 • Phone (828) 322-8210 or (888) 401K-ESP • Fax (828) 324-9664