Meet Your Team – We are here to Serve
Bryan McCloskey, MS, CASL®
Founder/Investment Advisor Representative
For more than a Decade, Bryan has helped more than 1,000 people make informed decisions, avoid costly mistakes, lower their taxes, increase their estate size, and find money falling through the cracks in their planning so they could re-direct those dollars to things they care about.
In 2018, Bryan re-directed his focus toward his vision of making a massive impact in the lives and legacies of families in his local community, and is honored and dedicated to serve those families who call him their advisor.
Bryan has his Master’s degree, along with advanced designations within the financial planning field, and is a perpetual student, continuing to learn and grow as the world changes and adapts over time. Bryan lives in Downingtown with his lovely wife, Annemarie and their beautiful daughter, Madelyn.
Tom Suvansri, MBA
Investment Advisor Representative/Wealth Strategist
Born in Lower Merion, raised in Cherry Hill, and a Penn State Grad, Tom adds a ton of value to the Revisionist Wealth Team as a specialist in advanced insurance strategies and investment analysis. Tom is a tremendous asset for clients looking to take control of their finances due to his analytical strength, his focus on serving clients, and his feeling of responsibility towards others. In addition, Tom has had success within real estate investing through the ownership and management of various rental properties as well as participating in private lending arrangements.
Tom currently resides in Stamford, CT, with his wife, Bridget and their two boys, Aidan and Colin. In his free time, Tom loves to read, exercise, play an occasional round of golf, and just enjoy family time.
Client Service Specialist
Julia joined Revisionist Wealth in 2020. She brings with her 7 years of Client Relations experience and dedication to Financial Planners and Advisors. Her commitment to clients and passion for helping others is apparent in everything that she does. Since her time in the Financial Industry, she has gained experience and knowledge in new accounts, account transfers, data entry and compliance. She graduated from the University of Colorado in Colorado Springs in 2011 where she received a Bachelor’s in Communications with an emphasis in Media Management. She also minored in American Sign Language.
Julia works remotely and securely with our team and has a sense of urgency when it comes to prioritization and meeting deadlines. She truly enjoys going above and beyond for our clients.
Client Service Specialist
Kim has become an incredibly valuable member of the team, ensuring that client onboarding and any client account work progresses smoothly. Kim’s background of over 20 years of experience in Financial Services providing back-office support provides for an excellent resource and guidance for our firm.
Kim lives in beautiful Denver, Colorado, and works remotely and securely with our team and our clients.