ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Leading wealth partners Bryan Sweet, Ty Totzke, Oliver Kollofski, Brittany Anderson and the Sweet Financial Partners team today announced that they have joined the Dynasty Financial Partners Network of independent wealth management firms with offices in Fairmont and Jackson, Minnesota. Mr. Sweet, Mr. Totzke, Mr. Kollofski and Mrs. Anderson joined the Dynasty Network after leaving Raymond James. Their team previously managed $875 million in client assets.
“Our approach is to continue to redefine what truly holistic wealth management looks like and to help people realize what’s possible through our Dream Architect process. To do that, we knew it was time to expand our opportunities in how we serve our clients and future clients through better technology, integrations and a cutting-edge approach. This became even more important as we quickly approach becoming a $1 billion AUM firm,” comments Bryan Sweet, Founder and Chief Executive Officer.
What started out as a one-man operation in 1979 now totals 15 professionals with 6 financial advisors. Sweet Financial Partners specializes in working with women who have navigated a difficult transition such as widowhood, divorce or sudden inheritance, business owners post sale and tax efficient planning methods for retirees; although the team is quick to note they focus on individuals who are delegators by nature, trusting, relationship-focused and fulfillment-focused over assets alone.
With clients in 28 states and 5 countries, Sweet Financial Partners plans to become more tech-enabled allowing them to continue to serve clients across the globe. The recent mass acclimation to tech integrations due to the pandemic empowers Sweet to market to target areas nationwide. After 6 months of active due diligence, technology was one of the main drivers to choosing Dynasty.
“One of the Dynasty core values is being able to provide the efficiency to double our business without having to double our team. We have exceptionally high hiring standards and a team that is all in on providing an exceptional experience to clients. We want to be able to reward them in the build, while opening capacity at the same time,” remarks Brittany Anderson, Partner and President at Sweet Financial Partners.
“We are excited to welcome Bryan and his team to the Dynasty Network,” comments Dynasty CEO Shirl Penney. “Having access to sophisticated tech-enabled solutions is a growing desire for advisors and Dynasty is well-positioned to offer that opportunity along with a true independent model. We are looking forward to partnering with the Sweet team to utilize tech integrations and accelerate their growth.”
For more information, please visit https://sweetfinancial.com/
Bryan Sweet CLU®, ChFC®, MSFS, CFS
Founder, Chief Executive Officer
Bryan Sweet began his financial career in 1979 and established Sweet Financial Services in 1987 (now Sweet Financial Partners). A Fairmont native, Bryan earned his master’s degree in financial services from The American College in Bryn Mawr, Pennsylvania before embarking on what would be a lifelong career as a wealth management consultant. He is the founder of Sweet’s proprietary process, The Dream Architect™.
He has been named to the Forbes Best-in-State Wealth Advisor list, Inc. Magazines Top 5000 list for fastest growing Private Companies, the Financial Times Top 400 and the Raymond James Chairman’s Council.
Bryan has authored three books – Give & Grow: Proven Strategies for Starting and Running an Effective Study Group, Imagine. Act. Inspire. A Daily Journal and Dare to Dream: Design the Retirement You Can’t Wait to Wake Up To. He has created two foundations, The Marilyn Sweet-Borchardt Foundation which provides scholarships to the children of hard-working single moms. The Roy & Jean Yeager Foundation, named after his aunt and uncle, provides monetary donations to various initiatives in the Blue Earth community.
Bryan has a 4th book that will be released in 2022 titled Dream Architecture: Building a Retirement Beyond What’s Possible.
Ty Totzke ChFC®, AIF®
Partner, Wealth Advisor
Ty Totzke has been a member of the Sweet Financial Partners team since 2003 and a partner in the firm since 2011. After earning his Bachelor of Arts in financial economics from Gustavus Adolphus College, Ty joined The Recruitment Group at Merrill Lynch, where he held various positions, specializing in defined contribution and defined benefit plans.
Oliver Kollofski, CFP®, CPWA®
Partner, Director of Wealth Services
Oliver joined the Sweet Financial team in 2007 and became a partner in the firm in 2013. As the leader in the planning and investment department, he thoroughly enjoys meeting with clients and helping them put their money to work for them.
He is a graduate of the University of Northern Iowa, where he earned bachelor’s degrees in both finance and real estate. He is a CERTIFED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor.
Brittany Anderson
Partner and President
Since joining the Sweet Financial team in 2008, her goal has been to help create a well-oiled machine so the entire team can focus their days on creating an exceptional client experience. She serves as a coach for two of Sweet’s programs, Women Forward and Smarter Business.
Brittany received her bachelor’s degree in business management from Minnesota State University and spent part of her career working with CEOs, entrepreneurs, business owners and authors on building processes and team engaging insights. She has authored two books, with two more launching in 2022.
About Dynasty Financial Partners
Dynasty Financial Partners is known for assisting advisors of integrity to better service their clients, run their businesses more profitably, grow faster, and enhance the enterprise value of their firms. Dynasty does this by providing wealth management and technology platforms for select independent financial advisory firms. Dynasty creates access to valuable resources and industry-leading capabilities through an open architecture platform, enabling advisors to address their clients’ needs and to protect and grow their wealth. Dynasty supports independent advisors and their teams in being independent, but not alone, by creating exclusive community events and experiences. Dynasty also offers access to flexible capital solutions to help advisors expand, scale, and grow their business. Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to developing solutions that allow investment advisors to act as true fiduciaries to their clients.
For more information, please visit www.dynastyfinancialpartners.com.
Also visit Dynasty on social media:
LinkedIn: https://www.linkedin.com/company/dynasty-financial-partners
Twitter: @DynastyFP
Youtube: http://bit.ly/1MKXhC8
