Bryan’s career in financial services spans 30 years, but his unique approach to helping clients achieve their financial goals is as much about understanding their emotions as it is about understanding their finances. Because Bryan’s practice is planning-based, he is committed to delivering a holistic approach and customized investment strategies.

Doing the best job possible for his clients and helping them understand investing are Bryan's passions.  He learned the importance of consistently putting client needs front and center from his father, Bill, the founder of McCollam, McCollam & Fischer, and they've built a practice anchored around three core values: hard work, honesty and integrity.

Prior to joining UBS in 2008, Bryan was a Financial Advisor at Morgan Stanley. He earned his B.A. in economics from the University of Colorado and holds the Series 7 and 66 securities licenses as well as insurance licenses. 

Helping his community is an important part of Bryan’s life. For 15 years, he served as a board member for the Los Gatos Little League. Bryan and the team support education in the community by sponsoring an investment course at Los Gatos High School and contributing to the Los Gatos Education Fund. In addition, he is a member of the Board of Trustees for the University of Colorado.

Bryan and his wife, Katey, have lived in Los Gatos for over 50 years and have two sons, Ian and Will. In his free time, he enjoys skiing, hiking, exercising and spending time with his family. 

Registered States:
AZ, CA, CO, CT, FL, HI, IA, ID, IL, MA, MN, MT, NC, NV, OH, OK, OR, TN, TX, UT, VA, WA

With more than 14 years of experience in the financial service industry, Adam offers a comprehensive planning-based approach that is designed to help each of his clients achieve personal financial freedom. He has a unique perspective on the importance of saving and investing, a perspective learned at an early age from his family’s small business, where he had the opportunity to connect with clients both from a financial and personal perspective. Adam is passionate about helping clients understand the markets and their options for investing, so they can feel more empowered to take control of their finances.

Through a rigorous financial planning process, Adam learns as much as he can about each client's entire financial life.  He then quantifies what's most important, organizes and prioritizes each goal and identifies any potential challenges.  Adam ensures his clients stay on track toward their goals by offering thoughtful advice and personlized solutions.

Prior to joining UBS in 2008, Adam was a Financial Advisor at Morgan Stanley. He earned his B.S. from California Polytechnic State University and holds the Series 7 and 66 securities licenses as well as state life and health insurance licenses. Adam has also earned the Certified Financial PlannerTM (CFP®) designation.

Adam and his wife live in Los Gatos with their three children.  When is comes to giving back to the community, he supports the Los Gatos Home and School Club and the Los Gatos Education Fund.  In his free time, Adam enjoys sports, reading and the great outdoors.

Registered States:
AZ, CA, CO, CT, FL, HI, IA, ID, IL, MA, MN, MT, NC, NV, OH, OK, OR, TN, TX, UT, VA, WA

Registered States:
AZ, CA, CO, CT, FL, ID, IL, MN, NV, OK, OR, TX, UT, VA, WA

Registered States:
CA

Registered States:
AZ, CA, CO, FL, ID, IL, MA, MD, MI, MN, NV, OK, OR, PA, TX, UT, VA, WA