Bryan started his career in the financial services industry as an advisor in September of 1998. After nearly 20 years as an advisor in an industry of constant change one thing has remained constant, his passion and desire for helping clients achieve their financial goals. In October of 2017 Bryan and his partners founded High Point Financial, a comprehensive financial planning firm focused on educating and empowering clients to make sound financial decisions. “If we do our job as an advisor, our clients will understand what they need to do, how to do it and what the results mean for their financial future.”
Bryan and his wife Jenifer reside in Chester Springs, PA with their son Brady and daughter Ella. In his free time Bryan volunteers in local youth sports programs and enjoys spending time with his family and friends.
David has built a career on working with medical professionals and over the years he has learned exactly what it takes to specialize in this area. He respects the dedication required to become a practicing physician and has worked with countless individuals as they move through this process. As a result, he has built a tailored program to help them with the financial responsibilities they face as they transition from training to practicing. Dave knows that it’s easy to get lost in all of the financial information out there and that there is a serious lack of time and financial education on the part of physicians and medical professionals.
His passion as a financial planner specializing in partnering with medical professionals stems from working with his older brother as he transitioned through residency, to fellowship, into practice as an anesthesiologist. He and thousands of other physicians are faced with tremendously long hours, loans through the roof, a monumental transition year upon graduation, and plenty of crucial financial management decisions to consider. David knows how challenging it is to balance the requirements of becoming a medical professional with concerns around paying back debt, protecting future income, protecting against taxes, and saving for future goals. As a result, he has built a program and team of professionals to make it easy.
If you work with David you can expect a friendly, laid back, and educational experience. He is a relationship builder, who wants to work with people who value both his professional services and his friendship.
- B.S. in Finance from West Chester University.
David loves staying active outside of work with rock climbing, hunting / fishing, snowboarding, and rugby. During the summer weekends you’ll find him down the shore with his family in Ocean City, NJ. He’s a full-fledge Philly sports fans and especially enjoys his Eagles season tickets.
After graduating from Haverford School and Bucknell University with a B. S. degree in Business Administration, Jim Nesbitt founded Nesbitt Associates, an independent sales and marketing company specializing in the office products industry
As president, Jim was responsible for the company’s overall financial management, sales and sales management, strategic planning, technology implementation, staff training and development and marketing. He also played a key role in developing long-term business relationships with key vendor and reseller partners. Jim sold his company in 2000.
In 2001 Jim entered the Financial Services Industry and began his new career as a Financial Planner.
"I was extremely fortunate to be able to make a career change after 20 years of owning my own business. It’s not often that someone can start to pursue a dream at a midpoint in their life. I always wanted to be in Financial Services business, but I never realized how rewarding the business would be. Helping families and business owners crystallize their goals and watching them achieve those goals with planning that I deliver is an awesome feeling."
With 15 years of experience as a Financial Planner, Jim and his partners started High Point Financial LLC. located in King of Prussia, Pennsylvania.
"High Point Financial was created with the goal of giving our clients a collaborative experience as we help guide them through the many moving parts of their complicated personal finances. We identify and integrate strategies relative to investment planning, tax planning, and asset protection planning. We strive to help our clients continue to accumulate wealth as they prepare to retire with dignity, preserve their wealth, and eventually transfer their wealth"
Our motto is simple.: Work hard, be kind, and do the right thing every day!
Jim lives with his wife Peggy and has four children, Jamie, Cameran, Corey, and Rory. He’s an avid golfer, but not very good.
Bryan spent the first 11+ years of his career working with thousands of high net worth investors at two large investment firms. It was during this time that he developed a passion for the complex and more technical aspects of personal finance. Bryan has always enjoyed problem solving. And that’s exactly why he loves spending time with people understanding what makes them unique in order to work together on a plan to move them forward.
Believing that clients at these large institutions were often provided cookie-cutter investment plans, in 2015, with the support of his family, Bryan decided to build his own practice with a local financial advisory firm. He believed that if a client is willing to pay a fee for investment management, that they should also have a partner in organizing their financial data and making financial decisions that extend well beyond just their investment portfolio. It is this important and shared belief that led Bryan and his partners to create High Point Financial in the fall of 2017.
If you work with Bryan you can expect a sincere curiosity about your situation. His partners would tell you that he has an almost “nerdy” obsession with details and financial planning. He would tell you that he truly believes that the existing model for getting financial advice is flawed and that he is devoted to improving it one client at a time.
- BA in Economics from Bloomsburg University
- Certified Financial Planner Practitioner since 2008
- Financial Planner at The Vanguard Group (2004-2012)
- Account Executive at Fidelity Investments (2012-2015)
- Advisor at Legacy Planning Partners (2015-2017)
When Bryan is not working you’ll likely find him spending time outdoors with his family. His wife Kristen is a 2nd grade teacher in the Spring-Ford School District. They have 3 amazing girls. Hailey and Madelyn are twin seven year olds and Parker is three. They love joining family in the Poconos and have a fun-loving inner-family Phillies/Mets fan rivalry. Bryan is a hard core 4-for-4 Philly sports fan and loves to golf when he can find the time.
Kim joined High Point Financial in January 2018 as the Client Relationship Manager. Kim holds a BA from Temple University, Philadelphia (1999). Prior to joining High Point, Kim was a Transaction Coordinator for Keller Williams Real Estate for 6 years where she supported 2 Agents and led compliance. Earlier in her career, Kim was a claims adjuster with Allstate Insurance for 3 years.
Kim currently resides in Royersford, PA with her 2 children. She and her children are active in hockey, lacrosse and basketball. She enjoys watching her children’s activities, spending time with family and friends, golfing, biking, and hiking. Kim is active in her children’s education and sits on the Board of Spring-ford Ice Hockey Club as Secretary for the last 4 years.