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.
- Financial Advisor at McAdam, LLC
Education & Credentials
- BBA, James Madison University, Finance
- Certified Financial Planner™
- Series 65 license