Bryan joined HB Wealth in September 2025 and works as a Wealth Advisor. He focuses on the alignment of client priorities, goals, and values with their financial plans, as well as cash flow analysis, investment strategy, risk and tax mitigation, and legacy/philanthropic planning. In his work, he offers proactive guidance with thorough execution and implementation.
Before joining HB Wealth, Bryan most recently worked with Wealth Enhancement (previously JOYN) for 7 years. Prior to that, he worked at Personal Capital (now Empower) for 8 months. He started his career in the industry with Fidelity Investments in 2010, where he worked for 7 years.
Bryan is a six-year recipient of the Atlanta Five-Star Wealth Manager award, winning the award in 2019, 2021, 2022, 2023, 2024, and 2025.
Bryan received a degree in political science from the University of North Carolina at Chapel Hill, and went on to receive his J.D. from Southern University Law Center.
In his free time, Bryan enjoys spending time with his wife and 2-year-old son, fitness and exercise, movies, and experiencing new restaurants.
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