Bryan is passionate about partnering with clients to simplify complex financial decisions, optimize portfolio construction, and create strategies that foster confidence and clarity.

He has led teams responsible for billions in assets under management and has worked closely with advisory firms to enhance their client experience, improve communication, and implement best practices for sustainable growth. Bryan’s experience spans asset allocation, risk management, and practice development, making him a trusted resource for clients seeking both technical insight and practical solutions.

A Chartered Financial Analyst (CFA), Bryan earned his Master’s in Finance from the University of Maryland and his Bachelor’s in Economics from the United States Naval Academy. His leadership foundation was built during his service as a Marine Corps Captain, where he learned the value of discipline, integrity, and teamwork, principles he applies every day in his work with clients.

Outside of WPWealth, Bryan is active in his community, serving on boards and volunteering in youth sports and educational programs. His commitment to service and excellence ensures that every client relationship is built on trust, transparency, and a shared vision for success.