Bryan enjoys tackling serious challenges in both business and personal endeavors. He helps clients discover opportunities based on heart and personal mission. Coming from the financial consultant world with Fidelity for over seven years, he combines both industry knowledge with human values. Bryan was also a Five Star Wealth Manager Award Recipient (2019, 2021- 2023)*

If he’s not pushing himself through Tough Mudder Races, or taking pictures, you may find him enjoying Netflix with his wife, Courtney, while also wearing North Carolina athletic gear.

*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2019, 2021 or 2022 FIVE STAR Wealth Managers. Awarded 9/01/19 for the period of 12/10/18 - 7/23/19. Awarded 9/01/21 for the period of 11/30/20 - 6/25/21. Awarded 9/01/22 for the period of 12/13/21 - 6/10/22. Awarded 9/1/23 for the period 11/14/22 through 5/31/23. Awarded 9/1/24 for the period 11/14/23 - 6/10/24.