Bryan Caulkins stands as a distinguished Managing Partner within The Team at Proxy Freedom, a pioneering establishment of great import. His narrative unfolds with a decisive departure from the fast-paced corridors of corporate Wall Street, a departure that culminated in the birth of Proxy Financial in the year 2018. It was in this defining juncture that Caulkins’ aspirational pursuit found its canvas an unwavering commitment to realizing his vision of universal accessibility to the full spectrum of financial services.

Caulkins’ aspiration reverberates as a profound testament to the democratization of financial services, emancipating them from the exclusive dominion of high-net-worth individuals. As a cornerstone figure within Proxy Financial, he embraces the mantle of partnership with a steadfast resolve, furthering his tenure as the Managing Partner of Proxy Freedom. In this capacity, he spearheads a cohesive unit, entrusted with the solemn responsibility of safeguarding Proxy’s revered standards of Ethics and Conduct across its diverse divisions.

His resplendent journey traverses geographical borders, with the tapestry of his experiences intricately woven across lands such as Brazil, Chile, and Belgium. Caulkins, imbued with a fervent ardor for cross-cultural collaboration, espouses an ethos of unity and inclusivity, fostering bonds of understanding and collaboration in the global arena.

Bryan Caulkins’ resolute professional odyssey is illuminated by the luminosity of his credentials. Notably, he boasts a commendable array of licenses, including the prestigious FINRA S7, S63, and S65 licenses. Additionally, he stands endorsed by a multitude of States, entitling him to proffer an expansive array of services ranging from life insurance to annuities.

As a poignant footnote, it is underscored that PROXY FREEDOM, LLC and United Planners operate as distinct entities, devoid of any affiliations. In the grand tapestry of finance and aspiration, Bryan Caulkins remains an illustrious luminary, steadfastly guiding Proxy Freedom toward horizons of unparalleled accessibility and ethical distinction.

*PROXY FINANCIAL, LLC and United Planners are not affiliated.