Bryan joined the firm in 2015 and works as a Senior Advisor Associate in our Reston, VA office. He works closely with advisors to manage client communications and assist in all other aspects of financial planning. Bryan uses his experience and expertise in analyzing and creating highly customized plans for clients to deliver exceptional service to affluent families and individuals. He enjoys working closely with his clients to understand their goals and objectives to provide tailored solutions with ongoing monitoring and support. Prior to joining Wealthspire, he was a Financial Advisor with a wealth management firm in Virginia. Residing in Arlington, VA, he is a lifelong Philadelphia sports fan and loves spending time with his dog Bailey.

Previous Experience

  • Financial Advisor at McAdam, LLC

Education & Credentials

  • BBA, James Madison University, Finance
  • Certified Financial Planner
  • Series 65 license

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.