Meet The Team

At Hyland Lake Partners, we are driven by your success. Our clients invest with intention-meeting goals. We align our guidance, investing principles, and planning with equal passion as your dedicated partner. All our advisors are CERTIFIED FINANCIAL PLANNER^® professionals.

James Bryan, CFP® , ChFC®, ChSNC®

Principal & Financial Planner

James is the founder of Hyland Lake Partners and serves as lead advisor of their comprehensive financial planning team. He has been in practice for over 22 years and has worked in the financial services industry for over 30 years.

Victoria Simpson

Client Service Associate

Victoria serves as Hyland Lake Partners client service leader. Her role is integral due to her daily interaction with our clients, the financial planning team, and our third party support specialists. She strives to provide an elite experience for our clients.

Matt Laciskey, CFP®, EA

Financial Planner

Matt is a member of Hyland Lake Partners team of comprehensive financial planning professionals. He specializes in tax planning considerations and retirement planning for high income earning Millennials and GenXers.

Please refer to the individual ADV Part 2B for James and Matt for additional information about their professional designations.

Our Core Values

Trust and Integrity: We uphold our Client Fiduciary Promise, always placing our clients’ best interests first and honoring the trust they place in us every day.

Empathy and Understanding: To always actively listen to our clients, seek to deeply understand their unique circumstances, and provide thoughtful, personalized guidance that reflects their needs and aspirations.

Problem-Solving and Advocacy: We simplify life’s financial complexities, empower confident decisions, and serve as steadfast advocates always in our clients’ corner.

Our Philosophy Statement

Financial planning is about more than just numbers; it’s about people, their values, and their goals. Guided by a commitment to excellence and unwavering advocacy, our philosophy empowers you to make confident decisions and achieve a lifetime of happiness and security. We believe:

Your situation is unique, and your financial plan should be tailored to your individual needs, aspirations, and circumstances.
You are not just a client – you are a partner in a lifelong journey of financial success and happiness. We are committed to building lasting relationships based on trust, transparency, and mutual respect.
The fiduciary standard obligates us to always place your interests above our own. Our only form of compensation is from the financial planning and investment management fees you pay us. We do not earn commissions, accept gifts from third party professionals, or engage in the practice of revenue sharing.
You should receive a comprehensive approach to financial planning that will integrate all aspects of your financial life, including estate planning, risk management and insurance, cash management, tax planning, investment management, and retirement planning.
You should be as involved in your plan as us. We view the planning process as a partnership, so we often ask for help in gathering information. Whenever you contact us, you can expect responsiveness, therefore we also expect responsiveness.
You will benefit from a focus on long-term, strategic investment planning designed to weather market fluctuations and help you achieve your financial goals over time. We do not believe in market timing.
In an investment philosophy based on broad diversification and low-cost passive investment strategies that align with your risk tolerance and financial objectives.
Financial planning should not be complicated. We strive to make complex financial concepts easy to understand and actionable, ensuring that you feel confident about your financial decisions.
You deserve the highest standards of professionalism. All our advisors are CERTIFIED FINANCIAL PLANNER^® professionals or are in the process of earning the CFP^® certification.

Team Memberships