Our Story - Bryson Financial

BRYSON

Our Story

IT'S A STORY THAT STARTED IN 1969 AND CONTINUES TO GET STRONGER EACH AND EVERY DAY

INDEPENDENT STRENGTH

Bryson is one of the largest independently owned agencies in the United States. An insurance and financial services firm focused on lower to middle market companies with enterprise value from $5M to $5B.

STRATEGIC PARTNERSHIPS

At Bryson, we align ourselves with our client’s goals and needs by basing our compensation on performance, rather than a percentage of premium. We act as a strategic partner to our clients, and our clients’ success is our success.

CLIENT FOCUSED

Bryson has distinguished itself as one of the top privately held insurance firms through innovation and intellectual capital. In an industry that focuses on sales, Bryson focuses on maintaining the highest standards of service for our clients.

HALF A CENTURY

With over 50 years of success and legacy, we are a trusted resource that focuses on Accountability, Personal Touch, Intellectual Capital, and Resolution to deliver the best results in the industry.

AWARDS AND HONORS

Trent and Rick Bryson recently shared the title of Entrepreneur of the Year, awarded by the Long Beach Area Chamber of Commerce, a reflection of the successful establishment Rick founded over 50 years ago. As a unique, family-owned business with a boutique service approach—and the resources and teams to outperform the largest of competitors—Bryson continues to grow across the United States.

CLIENT TESTIMONIALS

New Benefits Plan Attracts Employees

“Bryson’s expertise was pivotal for Tide Rock Holdings as their due diligence uncovered outdated insurance plans burdening our firm and portfolio companies. Leveraging shared ownership, Bryson consolidated multiple firms into one large group, yielding a 20% reduction in insurance costs. They added crucial coverage, enhanced HR support, and delivered exceptional service, reducing costs while improving services across our portfolio.”

- Ryan Peddycord

President, Tide Rock Holdings

Christian Schiller

Instrumental In Key Acquisition

“The Bryson Financial team was instrumental in our ability to move forward on the strategically important JonRie acquisition by our platform Markey Machine. Their lower middle market rep & warranty product was key to our feeling confident in the acquisition, and Bryson was uniquely positioned to provide the requisite coverage on a cost-effective and time-efficient basis. Their team made everything easy and walked us through each step of the process with a ‘can do/will do’ client service attitude. Thanks, Bryson Financial team!”

- Christian Schiller

Vice Chairman, Cascadia Capital LLC

A Trusting Business Relationship to Help Us Meet Our Goals

“As a competitive business owner, I know that in order to attract today’s best talent in the hospitality industry I need to be on the cutting edge of what I offer in health benefits. There is no question our company would not be experiencing the growth we are without great people who feel they are being taken care of. Bryson has helped us dramatically improve employee satisfaction.”

- Ryan Choura

CEO, Choura

Specializing in Private Equity

We understand that in our industry, acquisitions often lead to a decrease in focus on client services and an increase in focus on numbers of sales. Other firms often avoid discussing costs, focusing instead on “adding value” and their firm’s size. At Bryson, we prioritize cost-effectiveness, understanding the unique needs of private equity firms, including cash flow, profitability, and enterprise value.

Our expertise lies in delivering creative insurance strategies, comprehensive due diligence, and risk management solutions tailored for the private equity industry. We assist with pre-transaction diligence, transaction risk, portfolio cost reduction, and partner retirement planning.

As a trusted partner, we align with your goals to ensure you never overpay for insurance.

Case Studies

Bryson Saves Groundbreaking Aviation Company ‘Jet Zero’ Over $500,000 In Year One

June 24, 2026 No Comments

Bryson Saves Groundbreaking Aviation Company JetZero Over $500,000 In Year One When JetZero’s benefits costs started outpacing their growth, Bryson rebuilt their program from the ground up, unlocking over $500,000 in savings, expanding plan options, and creating a scalable benefits strategy to support one of aerospace’s most innovative companies. CLIENT Founded in 2021, JetZero is

A striking red semi truck parked in a lush scenic area, showcasing modern transportation technology.

Trucking Case Study

May 15, 2026 No Comments

For over a decade, this Texas-based oilfield trucking company assumed their carrier loyalty was being rewarded. It wasn’t. A significant shock loss four years prior had never been contextualized for the market, and the safety improvements made since had never been communicated to carriers. Their risk profile had changed. Their premiums had not. Bryson went to market with the complete story and returned with $800,000 in first-year savings.

Captive Insurance Solution Turns Retail Losses Into Opportunity

February 17, 2026 No Comments

Captive Insurance Solution Turns Retail Losses Into Opportunity Discover how a captive insurance strategy helped this retailer reduce risk and how it could work for you. THE CLIENT A leading authorized national wireless carrier retailer operating 228 retail locations nationwide, delivering wireless products and services across the U.S. THE SCENARIO During and after COVID, The

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