KPM Financial is an independent swap advisory firm that provides borrowers with the service they deserve: unsurpassed transparency in the process as well as full collaboration at all times with a senior-level expert.
Our leaders worked for years at the “big banks” and saw first-hand some of the abuses that can happen there: pushing unsuitable products, overcharging clients, or handing off accounts to junior-level employees that may not be equipped to answer all of a borrower’s questions.
KPM Financial began helping clients in 2012 as a better, more personal way to navigate the complex world of interest rate swaps.
In addition to irreplaceable experience, KPM Financial utilizes real-time market data, complex modeling capabilities, and extensive industry relationships to structure, price, monitor, and execute financial solutions. Our consultants work hard to present information and options in ways that consider your previous knowledge and interest level in understanding the nitty-gritty details of the financial markets. Our clients’ needs come first.
KPM Financial is an independent swap advisory firm. We do not have the inherent conflicts of interest that come from an association with a broker / dealer or law firm. We utilize in-house software and market data services for pricing discovery. No members of KPM are considered “associated persons” under Dodd-Frank.
Bryan believes there is a human side to finance. His focus is on working directly with borrowers to establish plans that address their concerns and manage risk. He has worked in the interest rate derivatives market since 1999 in several advisory and leadership roles at major financial institutions and is a regular presenter at industry conferences. He enjoys the long-term relationships of his work and the opportunities to continually learn and innovate.
Bryan holds an active Series 50 Municipal Advisory license, inactive Series 7 and 63 FINRA licenses, and a Mathematics degree from Davidson College (NC). He is an avid outdoor enthusiast who enjoys mountain biking, skiing, and camping, and has backpacked most of the Appalachian Trail in TN, NC, and VA as well as most of the 800+ miles of trails in the Great Smoky Mountains National Park.
Jay finds job satisfaction in helping clients really understand financial products and sharing in their successes. He has worked in the fixed income derivatives market since 1994 in a diverse number of roles including advisor, managing director, and national head of municipal derivative origination at one of the nation’s largest banks. Knowing the industry from many vantage points helps him educate his clients about how to minimize risk and avoid inflated prices.
Jay holds an active Series 50 Municipal Advisory license, inactive Series 7, 52, and 63 FINRA licenses, and a Business Administration degree from the University of North Carolina at Charlotte. He is a life-long Charlottean who enjoys getting into the mountains, working on home renovation and landscaping projects, and actively supporting charities focused on the treatment and cure of childhood cancer.
We have experience working with these different sectors and markets:
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