Bryan P. Linn, CPWA®, CIMA®

Wealth Advisor | CFO, COO & Partner

"Guiding others to clarity and confidence regarding their financial life makes for a fulfilling day. It is a special moment when I can help someone discover peace about their future, the joy of giving to others, or the freedom to live the life they have always dreamed of."

With CapTrust Since

2011

College / Degrees

Calvin College – B.S. Mechanical Engineering

Professional Certifications & Equipping

Certified Private Wealth Advisor^® Professional

Certified Investment Management Analyst^® Professional

Experience

CapTrust, Advisor, CFO, COO & Partner, 2011 -Present

Innotec Corporation, Engineer, Team Leader, Controller, 2002 – 2011

Hometown

Indianapolis, Indiana

Travel

Where I’ve Been:
- Nearly 40 states, Belize, Honduras, Nigeria, Costa Rica, and of course our neighbors Mexico and Canada.
On the List:
- All 50 states, Europe, Fiji (I hear they have a glass floor over the water), what?! And, anywhere to explore the beautiful creation we have the privilege of living in.

What got you interested in this field?

I made my first investment while in college near the peak of the 1999 Dot Com Bubble – not my best investment, but can you blame me? I was an Engineering major. Luckily, I’ve learned a lot since then. I studied investments and personal finance in my free time, started coaching people through my church and eventually decided to make a career out of helping others live their best financial life.

Family

Married to my loving wife, Julie – the epic mom to our three daughters. We’re currently taking a break from pets after a great 15-year run with our beloved Golden Retriever, Indy.

Hobbies and Relaxation

In my free time, you can find me doing anything outside, from camping, golfing and biking to climbing the stairs of Mt. Pisgah. #PureMichigan

Community Service

Holland Rescue Mission – President of the Board of Directors, Finance Committee, Executive Committee, Program Committee
Ridge Point Community Church – Belize Partnership Leader

Investments & Wealth Institute^™ (The Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor.” Use of CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for certification.

Investments & Wealth Institute^™ (The Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for certification.